Compare · 3 funds side by side · dividends reinvested

PAMC, JEPI and SCHD

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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

PAMC, JEPI 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%$123B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B1.8

Pacer Lunt MidCap Multi-Factor Alternator ETFUS Stock Styles · Mid cap0.60%1.33%+6.4%+7.8%+14.3%+6.4%−14.1%20.1%$49M2.9

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: PAMC 2020 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Pacer Lunt MidCap Multi-Factor Alternator ETF · $49M$13,625

PAMC

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,545

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

PAMC

More Ways to See the Pairs

PAMC vs JEPI: Top 5 Holdings

Today

PAMC

11.9%in top 5

JEPI

in top 59.8%

PAMCStockJEPI

3.3%MANHnot top 5

2.6%DOCUnot top 5

not top 5MA2.0%

2.0%BAHnot top 5

not top 5MSFT2.0%

Cost, Income and Risk

Fees: PAMC, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

PAMC0.60%$60

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

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%

Measure

JEPI

+6.4%Year to dateJan 1 → Nov 11+8.6%

+7.8%1 yearTotal return+11.2%

+14.3%3 years · per year$10,000 became $14,951 · $13,729+11.1%

+6.4%5 years · per year$10,000 became $13,625 · $14,545+7.8%

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

1.33%Trailing 12-mo yield$133 · $784 a year on $10k7.84%

−14.1%Worst dropSmaller is better−6.7%

20.1%VolatilityLower is calmer9.0%

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

1–7JEPI wins

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

2.0%TOSTnot top 5

1.9%FTInot top 5

not top 5AAPL1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common0.1%

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

PAMC vs JEPI Returns, Every Period

5Y

PacerPAMC

+6.4%

5 years, per year

JEPIJ.P. Morgan

+7.8%

5 years, per year

PAMCJEPIFaded: behind in that period

1–3JEPI wins

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

Stocks vs Income: PAMC vs JEPI

YTD

PacerPAMC

+6.4%

JEPIJ.P. Morgan

+8.6%

+6.4%Year to date+8.6%

−14.1%Worst drop · 1Y−6.7%

20.1%Volatility · 1Y9.0%

1.3%Yield7.8%

$49.2MAssets$46.8B

4–0JEPI wins

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

Yields: PAMC, JEPI, SCHD

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

SCHD2.93%$293

PAMC1.33%$133

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

PAMC$133 − $60 = $73

KeptFee

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

Overlap: PAMC, JEPI, SCHD

Today

8.5%most shared, JEPI and SCHD

PAMCJEPISCHD

PAMC—0.1%1.5%

JEPI0.1%—8.5%

SCHD1.5%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

PAMCWorst drop−14.1%20.1% vol

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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PAMC, JEPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: PAMC, JEPI, SCHD