Compare · 3 funds side by side · dividends reinvested

MUU, JEPQ and SCHD

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

02 / 04

MUU, 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%$120B1.5

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

Direxion Daily MU Bull 2X ETFSingle-Stock Leverage1.01%3.91%+176.7%+267.5%[…][…]−79.4%165.7%$2.1B2.2

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: MUU 2024 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily MU Bull 2X ETF · $2.1B[…]

MUU

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

MUUMeasureJEPQ

+176.7%Year to dateJan 1 → Nov 6+3.2%

+267.5%1 yearTotal return+4.5%

[…]3 years · per year$10,000 became […] · $16,202+17.4%

[…]5 years · per year[…]

1.01%Expense ratio$101 · $35 a year on $10k · lower is better0.35%

3.91%Trailing 12-mo yield$391 · $1,279 a year on $10k12.79%

−79.4%Worst dropSmaller is better−11.5%

165.7%VolatilityLower is calmer16.7%

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

2–4JEPQ wins

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

More Ways to See the Pairs

MUU vs JEPQ: Top 5 Holdings

Today

MUU

6.2%in top 5

JEPQ

in top 528.9%

MUUStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

6.2%MUnot top 5

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common3.4%

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

MUU vs JEPQ Returns, Every Period

DirexionMUU

+267.5%

past year

JEPQJ.P. Morgan

+4.5%

past year

MUUJEPQFaded: behind in that period

2–0MUU wins

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

Single-Stock Leverage vs Income: MUU vs JEPQ

YTD

DirexionMUU

+176.7%

JEPQJ.P. Morgan

+3.2%

+176.7%Year to date+3.2%

−79.4%Worst drop · 1Y−11.5%

165.7%Volatility · 1Y16.7%

3.9%Yield12.8%

$2.1BAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: MUU, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

MUU1.01%$101

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

Yields: MUU, JEPQ, SCHD

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

MUU3.91%$391

SCHD3.00%$300

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

MUU$391 − $101 = $290

KeptFee

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

Overlap: MUU, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

MUUJEPQSCHD

MUU—3.4%0.0%

JEPQ3.4%—3.8%

SCHD0.0%3.8%—

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

Return vs Bumpiness: 3 ETFs

+267.5%MUU, at 165.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.7% vol

MUUWorst drop−79.4%165.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQMUU

+3.2%Year to date+176.7%

12.8%Yield3.9%

+4.5%Past year+267.5%

0.35%Fee1.01%

2–2level

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