Compare · 3 funds side by side · dividends reinvested

MDEV, JEPQ and SCHD

MDEVFirst Trust×JEPQJ.P. Morgan×SCHDSchwab×

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

02 / 04

MDEV, JEPQ and SCHD, 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%$120B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.1

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+7.9%+11.0%+9.0%−2.4%−18.2%17.4%$4M2.6

Rank among the three1st → 3rdFee, 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: MDEV 2021 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Medical Devices ETF · $4M$8,839

MDEV

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

MDEVMeasureSCHD

+7.9%Year to dateJan 1 → Nov 6+31.4%

+11.0%1 yearTotal return+37.0%

+9.0%3 years · per year$10,000 became $12,957 · $17,266+20.0%

−2.4%5 years · per year$10,000 became $8,839 · $16,267+10.2%

0.70%Expense ratio$70 · $6 a year on $10k · lower is better0.06%

0.10%Trailing 12-mo yield$10 · $300 a year on $10k3.00%

−18.2%Worst dropSmaller is better−6.9%

17.4%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

More Ways to See the Pairs

MDEV vs SCHD: Top 5 Holdings

Today

MDEV

11.4%in top 5

SCHD

in top 521.4%

MDEVStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

2.4%GEHCnot top 5

2.3%PHIA.ASnot top 5

2.3%TFXnot top 5

2.2%SYKnot top 5

2.2%ZBHnot top 5

Held in common2.1%

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

MDEV vs SCHD Returns, Every Period

First TrustMDEV

−2.4%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

MDEVSCHDFaded: behind in that period

0–4SCHD wins

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

Sector vs Income: MDEV vs JEPQ

YTD

First TrustMDEV

+7.9%

JEPQJ.P. Morgan

+3.2%

+7.9%Year to date+3.2%

−18.2%Worst drop · 1Y−11.5%

17.4%Volatility · 1Y16.7%

0.1%Yield12.8%

$3.5MAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: MDEV, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

MDEV0.70%$70

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

Yields: MDEV, JEPQ, SCHD

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SCHD3.00%$300

MDEV0.10%$10

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

MDEV$10 − $70 = −$60

KeptFee

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

Overlap: MDEV, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

MDEVJEPQSCHD

MDEV—1.2%2.1%

JEPQ1.2%—3.8%

SCHD2.1%3.8%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.7% vol

MDEVWorst drop−18.2%17.4% 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 Three

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026