Compare · 4 funds side by side · dividends reinvested

PFXF, JEPI, SCHD and VIG

PFXFVanEck×JEPIJ.P. Morgan×SCHDSchwab×VIGVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,513VIG · best of the four

Story of the four · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the four · RiskSmallest drop

PFXF, JEPI, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B2.3

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.58%−3.6%−2.2%+6.9%+1.0%−12.1%11.5%$2.1B3.6

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

End-of-day Nov 13, 2026 · returns include dividends · since: PFXF 2012 · JEPI 2020 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Preferred Securities ex Financials ETF · $2.1B$10,524

PFXF

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PFXF vs JEPI: Top 5 Holdings

Today

PFXF

23.7%in top 5

JEPI

in top 59.7%

PFXFStockJEPI

7.5%STRCnot top 5

4.7%GOOGMnot top 5

4.7%GOOGNnot top 5

4.5%SMCIPnot top 5

2.3%DUKUnot top 5

Cost, Income and Risk

Fees: PFXF, JEPI, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JEPI0.35%$35

PFXF0.40%$40

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

JEPI

JPMorgan Equity Premium Income ETF · $47.3B$14,519

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

PFXFMeasureJEPI

−3.6%Year to dateJan 1 → Nov 13+8.2%

−2.2%1 yearTotal return+9.6%

+6.9%3 years · per year$10,000 became $12,215 · $13,696+11.1%

+1.0%5 years · per year$10,000 became $10,524 · $14,519+7.7%

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

6.58%Trailing 12-mo yield$658 · $787 a year on $10k7.87%

−12.1%Worst dropSmaller is better−6.7%

11.5%VolatilityLower is calmer9.0%

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

0–8JEPI wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MA2.0%

not top 5AAPL2.0%

not top 5MSFT1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

PFXF vs JEPI Returns, Every Period

5Y

VanEckPFXF

+1.0%

5 years, per year

JEPIJ.P. Morgan

+7.7%

5 years, per year

PFXFJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Sector vs Income: PFXF vs JEPI

YTD

VanEckPFXF

−3.6%

JEPIJ.P. Morgan

+8.2%

−3.6%Year to date+8.2%

−12.1%Worst drop · 1Y−6.7%

11.5%Volatility · 1Y9.0%

6.6%Yield7.9%

$2.1BAssets$47.3B

4–0JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: PFXF, JEPI, SCHD, VIG

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

PFXF6.58%$658

SCHD2.92%$292

VIG1.45%$145

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

PFXF$658 − $40 = $618

SCHD$292 − $6 = $286

VIG$145 − $4 = $141

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: PFXF, JEPI, SCHD, VIG

Today

31.6%most shared, JEPI and VIG

PFXFJEPISCHDVIG

PFXF—0.0%0.0%0.0%

JEPI0.0%—8.5%31.6%

SCHD0.0%8.5%—14.5%

VIG0.0%31.6%14.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

PFXFWorst drop−12.1%11.5% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.2%Year to date+34.9%

7.9%Yield2.9%

+9.6%Past year+37.5%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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PFXF, JEPI, SCHD and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four