Compare · 4 funds side by side · dividends reinvested

JSML, JEPQ, VUG and SCHD

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,565VUG · best of the four

02 / 04

JSML, JEPQ, VUG 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%$120B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.7

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%$366M2.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.8

Rank among the four1st → 4thFee, 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 · VUG 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

JSML

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JSMLMeasureVUG

+20.7%Year to dateJan 1 → Nov 9+4.2%

+21.9%1 yearTotal return+4.7%

+23.0%3 years · per year$10,000 became $18,608 · $18,569+22.9%

+6.2%5 years · per year$10,000 became $13,517 · $16,565+10.6%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

0.30%Trailing 12-mo yield$30 · $41 a year on $10k0.41%

−14.8%Worst dropSmaller is better−15.1%

22.4%VolatilityLower is calmer19.1%

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

4–4Level

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

More Ways to See the Pairs

JSML vs VUG: Top 5 Holdings

Today

JSML

10.2%in top 5

VUG

in top 545.2%

JSMLStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

2.2%RHPnot top 5

2.1%CONnot top 5

2.0%OPCHnot top 5

2.0%CVLTnot top 5

1.8%ZWSnot top 5

Held in common0.0%

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

JSML vs VUG Returns, Every Period

Janus HendersonJSML

+6.2%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

JSMLVUGFaded: behind in that period

3–1JSML wins

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

Stocks vs Income: JSML vs JEPQ

YTD

Janus HendersonJSML

+20.7%

JEPQJ.P. Morgan

+6.6%

+20.7%Year to date+6.6%

−14.8%Worst drop · 1Y−11.5%

22.4%Volatility · 1Y16.9%

0.3%Yield12.4%

$366MAssets$40.7B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: JSML, JEPQ, VUG, SCHD

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

SCHD0.06%$6

JSML0.30%$30

JEPQ0.35%$35

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

Yields: JSML, JEPQ, VUG, SCHD

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SCHD2.96%$296

VUG0.41%$41

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

VUG$41 − $3 = $38

JSML$30 − $30 = $0

KeptFee

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

Overlap: JSML, JEPQ, VUG, SCHD

Today

51.8%most shared, JEPQ and VUG

JSMLJEPQVUGSCHD

JSML—0.0%0.0%0.2%

JEPQ0.0%—51.8%3.8%

VUG0.0%51.8%—0.8%

SCHD0.2%3.8%0.8%—

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

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

VUGWorst drop−15.1%19.1% 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 Four

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026