Compare · 4 funds side by side · dividends reinvested

NETL, JEPI, SCHD and VYM

NETLNETL×JEPIJ.P. Morgan×SCHDSchwab×VYMVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,002VYM · best of the four

02 / 04

NETL, JEPI, SCHD and VYM, 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%$120B2.0

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B2.4

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.18%+6.8%+7.5%+10.5%−0.6%−16.7%14.9%$48M3.6

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: NETL 2019 · JEPI 2020 · SCHD 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Colterpoint Net Lease Real Estate ETF · $48M$9,724

NETL

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

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

NETLMeasureJEPI

+6.8%Year to dateJan 1 → Nov 5+5.2%

+7.5%1 yearTotal return+8.3%

+10.5%3 years · per year$10,000 became $13,485 · $13,674+11.0%

−0.6%5 years · per year$10,000 became $9,724 · $14,108+7.1%

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

5.18%Trailing 12-mo yield$518 · $809 a year on $10k8.09%

−16.7%Worst dropSmaller is better−6.7%

14.9%VolatilityLower is calmer8.8%

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

1–7JEPI wins

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

More Ways to See the Pairs

NETL vs JEPI: Top 5 Holdings

Today

NETL

42.3%in top 5

JEPI

in top 59.9%

NETLStockJEPI

8.7%VICInot top 5

8.6%ADCnot top 5

8.6%Onot top 5

8.3%WPCnot top 5

8.2%NNNnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common0.0%

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

NETL vs JEPI Returns, Every Period

NETLNETL

−0.6%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

NETLJEPIFaded: behind in that period

1–3JEPI wins

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

Sector vs Income: NETL vs JEPI

YTD

NETLNETL

+6.8%

JEPIJ.P. Morgan

+5.2%

+6.8%Year to date+5.2%

−16.7%Worst drop · 1Y−6.7%

14.9%Volatility · 1Y8.8%

5.2%Yield8.1%

$47.9MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: NETL, JEPI, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

JEPI0.35%$35

NETL0.60%$60

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

Yields: NETL, JEPI, SCHD, VYM

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

NETL5.18%$518

SCHD2.98%$298

VYM2.30%$230

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

NETL$518 − $60 = $458

SCHD$298 − $6 = $292

VYM$230 − $4 = $226

KeptFee

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

Overlap: NETL, JEPI, SCHD, VYM

Today

25.3%most shared, JEPI and VYM

NETLJEPISCHDVYM

NETL—0.0%0.0%0.0%

JEPI0.0%—8.1%25.3%

SCHD0.0%8.1%—21.9%

VYM0.0%25.3%21.9%—

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

VYMWorst drop−6.7%10.6% vol

SCHDWorst drop−6.9%11.7% vol

NETLWorst drop−16.7%14.9% vol

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026