Compare · 4 funds side by side · dividends reinvested

KBWD, VCIT, JEPI and SCHD

KBWDInvesco×VCITVanguard×JEPIJ.P. Morgan×SCHDSchwab×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeKBWD · 16.41% · $1,641 a year on $10k

Story of the four · RiskSmallest drop

KBWD, VCIT, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B2.1

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.09%−2.2%−1.6%+5.8%+0.5%−4.9%4.5%$66.6B2.3

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%16.41%−15.1%−13.1%+1.9%−2.8%−23.4%17.7%$325M3.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: KBWD 2010 · VCIT 2009 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Intermediate-Term Corporate Bond ETF · $66.6B$10,256

VCIT

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VCIT vs KBWD: Top 5 Holdings

Today

VCIT

[…]in top 5

KBWD

in top 519.6%

VCITStockKBWD

not top 5IVR4.0%

not top 5PMT3.9%

not top 5FSK3.9%

not top 5AINV3.9%

not top 5ARR3.8%

Cost, Income and Risk

Fees: KBWD, VCIT, JEPI, SCHD

Today

0.03%lowest, VCIT

FundExpense ratioFee$10k

VCIT0.03%$3

SCHD0.06%$6

JEPI0.35%$35

KBWD5.39%$539

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

KBWD

Invesco KBW High Dividend Yield Financial ETF · $325M$8,692

$10,000 five years ago, dividends reinvested

VCITMeasureKBWD

−2.2%Year to dateJan 1 → Nov 13−15.1%

−1.6%1 yearTotal return−13.1%

+5.8%3 years · per year$10,000 became $11,837 · $10,571+1.9%

+0.5%5 years · per year$10,000 became $10,256 · $8,692−2.8%

0.03%Expense ratio$3 · $539 a year on $10k · lower is better5.39%

5.09%Trailing 12-mo yield$509 · $1,641 a year on $10k16.41%

−4.9%Worst dropSmaller is better−23.4%

4.5%VolatilityLower is calmer17.7%

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

7–1VCIT wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

VCIT vs KBWD Returns, Every Period

5Y

VanguardVCIT

+0.5%

5 years, per year

KBWDInvesco

−2.8%

5 years, per year

VCITKBWDFaded: behind in that period

4–0VCIT wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Bonds vs Income: VCIT vs KBWD

YTD

VanguardVCIT

−2.2%

KBWDInvesco

−15.1%

−2.2%Year to date−15.1%

−4.9%Worst drop · 1Y−23.4%

4.5%Volatility · 1Y17.7%

5.1%Yield16.4%

$66.6BAssets$325M

3–1VCIT wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: KBWD, VCIT, JEPI, SCHD

1Y

16.41%highest, KBWD

FundTrailing yieldYield$10k

KBWD16.41%$1,641

JEPI7.87%$787

VCIT5.09%$509

SCHD2.92%$292

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,102most kept, KBWD

KBWD$1,641 − $539 = $1,102

JEPI$787 − $35 = $752

VCIT$509 − $3 = $506

SCHD$292 − $6 = $286

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: KBWD, VCIT, JEPI, SCHD

Today

8.5%most shared, JEPI and SCHD

KBWDVCITJEPISCHD

KBWD—[…]0.0%0.1%

VCIT[…]—[…][…]

JEPI0.0%[…]—8.5%

SCHD0.1%[…]8.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

VCITWorst drop−4.9%4.5% vol

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

KBWDWorst drop−23.4%17.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDSCHD

−15.1%Year to date+34.9%

16.4%Yield2.9%

−13.1%Past year+37.5%

5.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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KBWD, VCIT, JEPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four