Compare · 4 funds side by side · dividends reinvested

NLR, SCHD, VIG and JEPI

NLRVanEck×SCHDSchwab×VIGVanguard×JEPIJ.P. Morgan×
$5k$10k$15k$20k$25k$30k$35kLow $9,315 · 2022NLR$17,672VIG$17,005SCHD$16,881JEPI$14,635Oct 2021Nov 2026Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,672NLR · best of the four
02 / 04

NLR, SCHD, VIG and JEPI, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B2.0
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.3
JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B2.4
VanEck Uranium and Nuclear ETFThematic · Nuclear & uranium0.52%3.59%−28.9%−39.3%+11.7%+12.1%−46.3%43.8%$3.0B3.4
Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 4, 2026 · returns include dividends · since: NLR 2007 · SCHD 2011 · VIG 2006 · JEPI 2020
@TheETFTracker·theetftracker.com

Head to Head

5Y
VanEck Uranium and Nuclear ETF · $3.0B$17,672
NLR
SCHD
Schwab U.S. Dividend Equity ETF · $123B$16,881

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

NLRMeasureSCHD
−28.9%Year to dateJan 1 → Nov 4+35.3%
−39.3%1 yearTotal return+41.6%
+11.7%3 years · per year$10,000 became $13,949 · $17,908+21.4%
+12.1%5 years · per year$10,000 became $17,672 · $16,881+11.0%
0.52%Expense ratio$52 · $6 a year on $10k · lower is better0.06%
3.59%Trailing 12-mo yield$359 · $291 a year on $10k2.91%
−46.3%Worst dropSmaller is better−6.9%
43.8%VolatilityLower is calmer11.5%
NLRSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
2–6SCHD wins
End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

NLR vs SCHD: Top 5 Holdings

Today
NLR
41.7%in top 5
in top 521.6%
NLRStockSCHD
9.7%CEGnot top 5
9.5%PEGnot top 5
7.8%CCJnot top 5
7.7%FORTUM.Hnot top 5
6.8%BWXTnot top 5
not top 5TXN4.8%
not top 5PG4.3%
not top 5KO4.2%
not top 5CVX4.2%
not top 5COP4.1%
Held in common0.0%
End-of-day Nov 4, 2026 · share of each fund
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NLR vs SCHD Returns, Every Period

5Y
VanEckNLR
+12.1%
5 years, per year
SCHDSchwab
+11.0%
5 years, per year
−40%−20%0%+20%+40%+60%−28.9%+35.3%YTD−39.3%+41.6%1 year+11.7%+21.4%3 yrs · yr+12.1%+11.0%5 yrs · yr
NLRSCHDFaded: behind in that period
1–3SCHD wins
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
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Thematic vs Income: NLR vs JEPI

YTD
VanEckNLR
−28.9%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4−28.9%+8.8%
−28.9%Year to date+8.8%
−46.3%Worst drop · 1Y−6.7%
43.8%Volatility · 1Y8.1%
3.6%Yield7.8%
$3.0BAssets$46.1B
4–0JEPI wins
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: NLR, SCHD, VIG, JEPI

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
SCHD0.06%$6
JEPI0.35%$35
NLR0.52%$52
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: NLR, SCHD, VIG, JEPI

1Y
7.83%highest, JEPI
FundTrailing yieldYield$10k
JEPI7.83%$783
NLR3.59%$359
SCHD2.91%$291
VIG1.44%$144
End-of-day Nov 4, 2026 · trailing 12-month yield
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Income After Fees on $10,000

1Y
$748most kept, JEPI
JEPI$783 − $35 = $748
NLR$359 − $52 = $307
SCHD$291 − $6 = $285
VIG$144 − $4 = $140
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: NLR, SCHD, VIG, JEPI

Today
30.7%most shared, VIG and JEPI
NLRSCHDVIGJEPI
NLR—0.0%0.2%0.0%
SCHD0.0%—14.5%8.2%
VIG0.2%14.5%—30.7%
JEPI0.0%8.2%30.7%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 4 ETFs

1Y
+41.6%SCHD, at 11.5% volatility
−50%−25%0%+25%+50%0%10%20%30%40%50%Volatility · 1 year → bumpierSCHD +41.6%VIG +18.9%JEPI +11.9%NLR −39.3%
JEPIWorst drop−6.7%8.1% vol
VIGWorst drop−7.9%10.2% vol
SCHDWorst drop−6.9%11.5% vol
NLRWorst drop−46.3%43.8% vol
End-of-day Nov 4, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 4+8.8%+35.3%
+8.8%Year to date+35.3%
7.8%Yield2.9%
+11.9%Past year+41.6%
0.35%Fee0.06%
3–1SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Four

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+8.8%
+8.5%Year to date+8.8%
12.2%Yield7.8%
$42.1BAssets$46.1B
1–1level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

DGRO vs VIG

YTD
iSharesDGRO
+20.6%
VIGVanguard
+16.4%
Jan 1Nov 4+20.6%+16.4%
+20.6%Year to date+16.4%
1.8%Yield1.4%
$46.1BAssets$109B
2–0DGRO wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+13.4%
SPYSPDR
+13.3%
Jan 1Nov 4+13.4%+13.3%
+13.4%Year to date+13.3%
1.0%Yield1.0%
$182BAssets$805B
1–0SPYM wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com