Compare · 4 funds side by side · dividends reinvested

JSML, JEPQ, SCHD and VUG

JSMLJanus Henderson×JEPQJ.P. Morgan×SCHDSchwab×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

JSML, JEPQ, SCHD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.8

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.32%+15.1%+15.9%+21.7%+5.5%−14.8%22.5%$366M2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: JSML 2016 · JEPQ 2022 · SCHD 2011 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Janus Henderson Small Cap Growth Alpha ETF · $366M$13,078

JSML

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

JSMLMeasureSCHD

+15.1%Year to dateJan 1 → Nov 6+31.4%

+15.9%1 yearTotal return+37.0%

+21.7%3 years · per year$10,000 became $18,027 · $17,266+20.0%

+5.5%5 years · per year$10,000 became $13,078 · $16,267+10.2%

0.30%Expense ratio$30 · $6 a year on $10k · lower is better0.06%

0.32%Trailing 12-mo yield$32 · $300 a year on $10k3.00%

−14.8%Worst dropSmaller is better−6.9%

22.5%VolatilityLower is calmer11.7%

JSMLSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JSML vs SCHD: Top 5 Holdings

Today

JSML

10.3%in top 5

SCHD

in top 521.4%

JSMLStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

2.2%RHPnot top 5

2.2%CONnot top 5

2.1%OPCHnot top 5

2.0%CVLTnot top 5

1.9%ZWSnot top 5

Held in common0.2%

End-of-day Nov 6, 2026 · share of each fund

JSML vs SCHD Returns, Every Period

Janus HendersonJSML

+5.5%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

JSMLSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: JSML vs JEPQ

YTD

Janus HendersonJSML

+15.1%

JEPQJ.P. Morgan

+3.2%

+15.1%Year to date+3.2%

−14.8%Worst drop · 1Y−11.5%

22.5%Volatility · 1Y16.7%

0.3%Yield12.8%

$366MAssets$40.7B

3–1JEPQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JSML, JEPQ, SCHD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

JSML0.30%$30

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JSML, JEPQ, SCHD, VUG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SCHD3.00%$300

VUG0.42%$42

JSML0.32%$32

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

VUG$42 − $3 = $39

JSML$32 − $30 = $2

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JSML, JEPQ, SCHD, VUG

Today

51.9%most shared, JEPQ and VUG

JSMLJEPQSCHDVUG

JSML—0.0%0.2%0.0%

JEPQ0.0%—3.8%51.9%

SCHD0.2%3.8%—0.8%

VUG0.0%51.9%0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.7% vol

VUGWorst drop−15.1%19.0% vol

JSMLWorst drop−14.8%22.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026