Compare · 3 funds side by side · dividends reinvested

OSSL, SCHD and JEPI

OSSLDefiance×SCHDSchwab×JEPIJ.P. Morgan×

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

Story of the three · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the three · RiskSmallest drop

OSSL, SCHD and JEPI, 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%$123B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B1.6

Tidal Trust II - Defiance Daily Target 2x Long OSS ETFSingle-Stock Leverage1.31%0.00%[…][…][…][…][…][…]$117K3.0

Rank among the three1st → 3rdFee, 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 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Tidal Trust II - Defiance Daily Target 2x Long OSS ETF · $117K[…]

OSSL

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested

OSSLMeasure

More Ways to See the Pairs

OSSL vs SCHD: Top 5 Holdings

Today

OSSL

[…]in top 5

SCHD

in top 521.7%

OSSLStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: OSSL, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

OSSL1.31%$131

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

Yields: OSSL, SCHD, JEPI

Popular Pairs Near These Three

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%

SCHD

[…]Year to dateJan 1 → Nov 11+34.6%

[…]1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

1.31%Expense ratio$131 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $293 a year on $10k2.93%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.8%

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

0–2SCHD 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 SCHD Returns, Every Period

1Y

DefianceOSSL

[…]

past year

SCHDSchwab

+39.3%

past year

Returns […]

OSSLSCHDFaded: 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 JEPI

YTD

DefianceOSSL

[…]

JEPIJ.P. Morgan

+8.6%

[…]Year to date+8.6%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

0.0%Yield7.8%

$117KAssets$46.8B

1–0JEPI wins

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

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

SCHD2.93%$293

OSSL0.00%$0

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

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

SCHD$293 − $6 = $287

OSSL$0 − $131 = −$131

KeptFee

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

Overlap: OSSL, SCHD, JEPI

Today

8.5%most shared, SCHD and JEPI

OSSLSCHDJEPI

OSSL—[…][…]

SCHD[…]—8.5%

JEPI[…]8.5%—

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

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

OSSLWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPISCHD

+8.6%Year to date+34.6%

7.8%Yield2.9%

+11.2%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%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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OSSL, SCHD and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three