Compare · 4 funds side by side · dividends reinvested

OSSL, CGDV, JEPQ and SCHD

OSSLDefiance×CGDVCapital Group×JEPQJ.P. Morgan×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the four · RiskSmallest drop

OSSL, CGDV, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.3

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.8B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B2.7

Tidal Trust II - Defiance Daily Target 2x Long OSS ETFSingle-Stock Leverage1.31%0.00%[…][…][…][…][…][…]$104K4.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: OSSL 2026 · CGDV 2022 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Tidal Trust II - Defiance Daily Target 2x Long OSS ETF · $104K[…]

OSSL

More Ways to See the Pairs

OSSL vs CGDV: Top 5 Holdings

Today

OSSL

[…]in top 5

CGDV

in top 524.1%

OSSLStockCGDV

not top 5MSFT6.8%

not top 5NVDA5.3%

not top 5AVGO4.6%

not top 5META4.2%

not top 5GE3.3%

Cost, Income and Risk

Fees: OSSL, CGDV, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CGDV0.33%$33

JEPQ0.35%$35

OSSL1.31%$131

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

CGDV

Capital Group Dividend Value ETF · $38.8B[…]

$10,000 five years ago, dividends reinvested

OSSLMeasureCGDV

[…]Year to dateJan 1 → Nov 11+13.5%

[…]1 yearTotal return+15.0%

[…]3 years · per year$10,000 became […] · $19,001+23.9%

[…]5 years · per year[…]

1.31%Expense ratio$131 · $33 a year on $10k · lower is better0.33%

0.00%Trailing 12-mo yield$0 · $123 a year on $10k1.23%

[…]Worst dropSmaller is better−9.7%

[…]VolatilityLower is calmer13.5%

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

0–2CGDV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

OSSL vs CGDV Returns, Every Period

1Y

DefianceOSSL

[…]

past year

CGDVCapital Group

+15.0%

past year

Returns […]

OSSLCGDVFaded: behind in that period

0–0Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Single-Stock Leverage vs Income: OSSL vs JEPQ

YTD

DefianceOSSL

[…]

JEPQJ.P. Morgan

+8.1%

[…]Year to date+8.1%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.9%

0.0%Yield12.2%

$104KAssets$42.0B

1–0JEPQ wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: OSSL, CGDV, JEPQ, SCHD

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

SCHD2.93%$293

CGDV1.23%$123

OSSL0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

SCHD$293 − $6 = $287

CGDV$123 − $33 = $90

OSSL$0 − $131 = −$131

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: OSSL, CGDV, JEPQ, SCHD

Today

28.5%most shared, CGDV and JEPQ

OSSLCGDVJEPQSCHD

OSSL—[…][…][…]

CGDV[…]—28.5%5.8%

JEPQ[…]28.5%—3.8%

SCHD[…]5.8%3.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

CGDVWorst drop−9.7%13.5% vol

JEPQWorst drop−11.5%16.9% vol

OSSLWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.1%Year to date+34.6%

12.2%Yield2.9%

+9.0%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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OSSL, CGDV, JEPQ and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four