Compare · 3 funds side by side · dividends reinvested

PIPE, SCHD and JEPQ

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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 incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

PIPE, SCHD and JEPQ, 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

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B2.3

Invesco SteelPath MLP & Energy Infrastructure ETFThematic · Infrastructure0.75%4.02%+24.0%+27.6%[…][…]−10.7%17.4%$63M2.3

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: PIPE 2025 · SCHD 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco SteelPath MLP & Energy Infrastructure ETF · $63M[…]

PIPE

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

PIPE

More Ways to See the Pairs

PIPE vs SCHD: Top 5 Holdings

Today

PIPE

32.9%in top 5

SCHD

in top 521.7%

PIPEStockSCHD

8.8%TRGPnot top 5

6.5%PAGPnot top 5

6.1%WMBnot top 5

6.0%TRPnot top 5

5.5%LNGnot top 5

Cost, Income and Risk

Fees: PIPE, SCHD, JEPQ

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

PIPE0.75%$75

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

SCHD

+24.0%Year to dateJan 1 → Nov 11+34.6%

+27.6%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%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

4.02%Trailing 12-mo yield$402 · $293 a year on $10k2.93%

−10.7%Worst dropSmaller is better−6.9%

17.4%VolatilityLower is calmer11.8%

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

1–5SCHD wins

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

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common1.3%

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

PIPE vs SCHD Returns, Every Period

1Y

InvescoPIPE

+27.6%

past year

SCHDSchwab

+39.3%

past year

PIPESCHDFaded: behind in that period

0–2SCHD wins

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

Thematic vs Income: PIPE vs JEPQ

YTD

InvescoPIPE

+24.0%

JEPQJ.P. Morgan

+8.1%

+24.0%Year to date+8.1%

−10.7%Worst drop · 1Y−11.5%

17.4%Volatility · 1Y16.9%

4.0%Yield12.2%

$63.0MAssets$41.8B

2–2level

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

Yields: PIPE, SCHD, JEPQ

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

PIPE4.02%$402

SCHD2.93%$293

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

PIPE$402 − $75 = $327

SCHD$293 − $6 = $287

KeptFee

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

Overlap: PIPE, SCHD, JEPQ

Today

3.8%most shared, SCHD and JEPQ

PIPESCHDJEPQ

PIPE—1.3%0.0%

SCHD1.3%—3.8%

JEPQ0.0%3.8%—

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

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

PIPEWorst drop−10.7%17.4% vol

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%

$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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PIPE, SCHD and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: PIPE, SCHD, JEPQ