Compare · 3 funds side by side · dividends reinvested

MFSM, JEPI and SCHD

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

02 / 04

MFSM, JEPI 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%$120B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.9

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFBonds & Cash · Municipal0.34%3.59%+1.1%+1.6%[…][…]−6.7%3.7%$129M2.2

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: MFSM 2024 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $129M[…]

MFSM

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

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

MFSMMeasureJEPI

+1.1%Year to dateJan 1 → Nov 9+7.5%

+1.6%1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $13,679+11.0%

[…]5 years · per year$10,000 became […] · $14,448+7.6%

0.34%Expense ratio$34 · $35 a year on $10k · lower is better0.35%

3.59%Trailing 12-mo yield$359 · $793 a year on $10k7.93%

−6.7%Worst dropSmaller is better−6.7%

3.7%VolatilityLower is calmer9.0%

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

2–3JEPI wins

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

More Ways to See the Pairs

MFSM vs JEPI: Top 5 Holdings

Today

MFSM

1.1%in top 5

JEPI

in top 59.9%

MFSMStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

0.6%MUBnot top 5

0.5%VTEBnot top 5

Held in common0.0%

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

MFSM vs JEPI Returns, Every Period

MFSMFSM

+1.6%

past year

JEPIJ.P. Morgan

+10.9%

past year

MFSMJEPIFaded: behind in that period

0–2JEPI wins

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

Bonds vs Income: MFSM vs JEPI

YTD

MFSMFSM

+1.1%

JEPIJ.P. Morgan

+7.5%

+1.1%Year to date+7.5%

−6.7%Worst drop · 1Y−6.7%

3.7%Volatility · 1Y9.0%

3.6%Yield7.9%

$129MAssets$45.2B

2–1JEPI wins

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

Cost, Income and Risk

Fees: MFSM, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

MFSM0.34%$34

JEPI0.35%$35

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

Yields: MFSM, JEPI, SCHD

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

MFSM3.59%$359

SCHD2.96%$296

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

MFSM$359 − $34 = $325

SCHD$296 − $6 = $290

KeptFee

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

Overlap: MFSM, JEPI, SCHD

Today

8.4%most shared, JEPI and SCHD

MFSMJEPISCHD

MFSM—0.0%0.0%

JEPI0.0%—8.4%

SCHD0.0%8.4%—

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

MFSMWorst drop−6.7%3.7% vol

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

JEPISCHD

+7.5%Year to date+33.2%

7.9%Yield3.0%

+10.9%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