Compare · 4 funds side by side · dividends reinvested

NETG, SCHD, JEPI and CGDV

NETGLeverageShares×SCHDSchwab×JEPIJ.P. Morgan×CGDVCapital Group×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

NETG, SCHD, JEPI and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.1

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B2.3

Leverage Shares 2x Long NET Daily ETFSingle-Stock Leverage0.75%0.00%−12.0%[…][…][…][…][…]$4M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: NETG 2025 · SCHD 2011 · JEPI 2020 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,108

JEPI

NETG

Leverage Shares 2x Long NET Daily ETF · $4M[…]

$10,000 five years ago, dividends reinvested

JEPIMeasureNETG

+5.2%Year to dateJan 1 → Nov 5−12.0%

+8.3%1 yearTotal return[…]

+11.0%3 years · per year$10,000 became $13,674 · […][…]

+7.1%5 years · per year$10,000 became $14,108 · […][…]

0.35%Expense ratio$35 · $75 a year on $10k · lower is better0.75%

8.09%Trailing 12-mo yield$809 · $0 a year on $10k0.00%

−6.7%Worst dropSmaller is better[…]

8.8%VolatilityLower is calmer[…]

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

3–0JEPI wins

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

More Ways to See the Pairs

JEPI vs NETG: Top 5 Holdings

Today

JEPI

9.9%in top 5

NETG

in top 5[…]

JEPIStockNETG

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%MMMnot top 5

1.9%AAPLnot top 5

1.9%Vnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

JEPI vs NETG Returns, Every Period

J.P. MorganJEPI

+8.3%

past year

NETGLeverageShares

[…]

past year

JEPINETGFaded: behind in that period

1–0JEPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

JEPI vs SCHD

YTD

J.P. MorganJEPI

+5.2%

SCHDSchwab

+32.3%

+5.2%Year to date+32.3%

−6.7%Worst drop · 1Y−6.9%

8.8%Volatility · 1Y11.7%

8.1%Yield3.0%

$46.1BAssets$123B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NETG, SCHD, JEPI, CGDV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

JEPI0.35%$35

NETG0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: NETG, SCHD, JEPI, CGDV

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD2.98%$298

CGDV1.27%$127

NETG0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

NETG$0 − $75 = −$75

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: NETG, SCHD, JEPI, CGDV

Today

27.2%most shared, JEPI and CGDV

NETGSCHDJEPICGDV

NETG—[…][…][…]

SCHD[…]—8.1%5.8%

JEPI[…]8.1%—27.2%

CGDV[…]5.8%27.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

CGDVWorst drop−9.7%13.4% vol

NETGWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+5.2%Year to date+32.3%

8.1%Yield3.0%

+8.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026