Compare · 3 funds side by side · dividends reinvested

MVAL, JEPQ and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

MVAL, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B2.3

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFUS Stock Styles · Value0.50%1.53%+14.4%+21.3%[…][…]−12.2%15.2%$3M2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: MVAL 2024 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M[…]

MVAL

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 12.5% in common

MVAL

More Ways to See the Pairs

MVAL vs JEPQ: Top 5 Holdings

Today

MVAL

24.6%in top 5

JEPQ

in top 528.0%

MVALStockJEPQ

not top 5AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT6.0%

5.2%GEHCnot top 5

4.9%DHRnot top 5

Cost, Income and Risk

Fees: MVAL, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

MVAL0.50%$50

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

JEPQ

+14.4%Year to dateJan 1 → Nov 10+6.0%

+21.3%1 yearTotal return+8.8%

[…]3 years · per year$10,000 became […] · $16,284+17.6%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

1.53%Trailing 12-mo yield$153 · $1,245 a year on $10k12.45%

−12.2%Worst dropSmaller is better−11.5%

15.2%VolatilityLower is calmer16.9%

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

3–3Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.9%BRnot top 5

4.8%ZBHnot top 5

4.7%TSCOnot top 5

not top 5AMZN4.3%

not top 5GOOG4.3%

Held in common12.5%

End-of-day Nov 10, 2026 · share of each fund

MVAL vs JEPQ Returns, Every Period

1Y

VanEckMVAL

+21.3%

past year

JEPQJ.P. Morgan

+8.8%

past year

MVALJEPQFaded: behind in that period

2–0MVAL wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: MVAL vs JEPQ

YTD

VanEckMVAL

+14.4%

JEPQJ.P. Morgan

+6.0%

+14.4%Year to date+6.0%

−12.2%Worst drop · 1Y−11.5%

15.2%Volatility · 1Y16.9%

1.5%Yield12.4%

$3.0MAssets$40.7B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: MVAL, JEPQ, SCHD

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

SCHD2.94%$294

MVAL1.53%$153

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

SCHD$294 − $6 = $288

MVAL$153 − $50 = $103

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: MVAL, JEPQ, SCHD

Today

12.5%most shared, MVAL and JEPQ

MVALJEPQSCHD

MVAL—12.5%9.1%

JEPQ12.5%—3.7%

SCHD9.1%3.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

MVALWorst drop−12.2%15.2% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.0%Year to date+33.8%

12.4%Yield2.9%

+8.8%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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MVAL, JEPQ and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: MVAL, JEPQ, SCHD