Compare · 3 funds side by side · dividends reinvested

MDEV, JEPI and SCHD

MDEVFirst Trust×JEPIJ.P. Morgan×SCHDSchwab×

02 / 04

−0.1%

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

Story of the three · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the three · RiskSmallest drop

MDEV, 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%$124B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B1.6

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+8.1%+7.5%+9.7%−3.0%−18.2%17.5%$3M3.0

Rank among the three1st → 3rdFee, 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: MDEV 2021 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $47.3B$14,519

JEPI

MDEV

First Trust Indxx Medical Devices ETF · $3M$8,576

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

JEPI

More Ways to See the Pairs

JEPI vs MDEV: Top 5 Holdings

Today

JEPI

9.7%in top 5

MDEV

in top 511.6%

JEPIStockMDEV

not top 5GEHC2.3%

not top 5EW2.3%

not top 5PHIA.AS2.3%

not top 5TFX2.3%

not top 5STMN.SW

Cost, Income and Risk

Fees: MDEV, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

MDEV0.70%$70

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

Yields: MDEV, JEPI, SCHD

Popular Pairs Near These Three

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%

Measure

MDEV

+8.2%Year to dateJan 1 → Nov 13+8.1%

+9.6%1 yearTotal return+7.5%

+11.1%3 years · per year$10,000 became $13,696 · $13,217+9.7%

+7.7%5 years · per year$10,000 became $14,519 · $8,576−3.0%

0.35%Expense ratio$35 · $70 a year on $10k · lower is better0.70%

7.87%Trailing 12-mo yield$787 · $10 a year on $10k0.10%

−6.7%Worst dropSmaller is better−18.2%

9.0%VolatilityLower is calmer17.5%

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

8–0JEPI wins

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

2.2%

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%MSFTnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Held in common2.5%

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

JEPI vs MDEV Returns, Every Period

5Y

J.P. MorganJEPI

+7.7%

5 years, per year

MDEVFirst Trust

−3.0%

5 years, per year

JEPIMDEVFaded: behind in that period

4–0JEPI wins

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

JEPI vs SCHD

YTD

J.P. MorganJEPI

+8.2%

SCHDSchwab

+34.9%

+8.2%Year to date+34.9%

−6.7%Worst drop · 1Y−6.9%

9.0%Volatility · 1Y11.7%

7.9%Yield2.9%

$47.3BAssets$124B

3–1JEPI wins

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

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

SCHD2.92%$292

MDEV0.10%$10

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

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

SCHD$292 − $6 = $286

MDEV$10 − $70 = −$60

KeptFee

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

Overlap: MDEV, JEPI, SCHD

Today

8.5%most shared, JEPI and SCHD

MDEVJEPISCHD

MDEV—2.5%2.0%

JEPI2.5%—8.5%

SCHD2.0%8.5%—

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

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

MDEVWorst drop−18.2%17.5% vol

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

Paid More vs Made More

YTD

JEPISCHD

+8.2%Year to date+34.9%

7.9%Yield2.9%

+9.6%Past year+37.5%

0.35%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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MDEV, JEPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three