Compare · 3 funds side by side · dividends reinvested

JSML, JEPQ and SCHD

JSMLJanus Henderson×JEPQJ.P. Morgan×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

JSML, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.3

Janus Henderson Small Cap Growth Alpha ETFUS Stock Styles · Small cap0.30%0.30%+20.7%+21.9%+23.0%+6.2%−14.8%22.4%$366M2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: JSML 2016 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,459

SCHD

JSML

Janus Henderson Small Cap Growth Alpha ETF · $366M$13,517

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

SCHDMeasureJSML

+33.2%Year to dateJan 1 → Nov 9+20.7%

+39.1%1 yearTotal return+21.9%

+19.6%3 years · per year$10,000 became $17,123 · $18,608+23.0%

+10.5%5 years · per year$10,000 became $16,459 · $13,517+6.2%

0.06%Expense ratio$6 · $30 a year on $10k · lower is better0.30%

2.96%Trailing 12-mo yield$296 · $30 a year on $10k0.30%

−6.9%Worst dropSmaller is better−14.8%

11.8%VolatilityLower is calmer22.4%

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

7–1SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs JSML: Top 5 Holdings

Today

SCHD

21.4%in top 5

JSML

in top 510.2%

SCHDStockJSML

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5RHP2.2%

not top 5CON2.1%

not top 5OPCH2.0%

not top 5CVLT2.0%

not top 5ZWS1.8%

Held in common0.2%

End-of-day Nov 9, 2026 · share of each fund

SCHD vs JSML Returns, Every Period

SchwabSCHD

+10.5%

5 years, per year

JSMLJanus Henderson

+6.2%

5 years, per year

SCHDJSMLFaded: behind in that period

3–1SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SCHD vs JEPQ

YTD

SchwabSCHD

+33.2%

JEPQJ.P. Morgan

+6.6%

+33.2%Year to date+6.6%

−6.9%Worst drop · 1Y−11.5%

11.8%Volatility · 1Y16.9%

3.0%Yield12.4%

$120BAssets$40.7B

3–1SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JSML, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JSML0.30%$30

JEPQ0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JSML, JEPQ, SCHD

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SCHD2.96%$296

JSML0.30%$30

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

JSML$30 − $30 = $0

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JSML, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

JSMLJEPQSCHD

JSML—0.0%0.2%

JEPQ0.0%—3.8%

SCHD0.2%3.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

JSMLWorst drop−14.8%22.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.6%Year to date+33.2%

12.4%Yield3.0%

+9.2%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026