Compare · 3 funds side by side · dividends reinvested

PRF, JEPQ and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,307PRF · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

PRF, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI US 1000 ETFUS Stock Styles · Large cap0.34%1.32%+21.3%+25.4%+22.6%+12.9%−6.6%11.1%$9.9B1.6

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: PRF 2005 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco RAFI US 1000 ETF · $9.9B$18,307

PRF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 27.4% in common

PRF

More Ways to See the Pairs

PRF vs JEPQ: Top 5 Holdings

Today

PRF

15.2%in top 5

JEPQ

in top 528.0%

PRFStockJEPQ

4.8%AAPL7.2%

not top 5NVDA6.2%

3.3%MSFT6.0%

2.4%AMZN4.3%

not top 5GOOG

Cost, Income and Risk

Fees: PRF, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

PRF0.34%$34

JEPQ0.35%$35

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

Yields: PRF, JEPQ, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

JEPQ

+21.3%Year to dateJan 1 → Nov 10+6.0%

+25.4%1 yearTotal return+8.8%

+22.6%3 years · per year$10,000 became $18,445 · $16,284+17.6%

+12.9%5 years · per year$10,000 became $18,307 · […][…]

0.34%Expense ratio$34 · $35 a year on $10k · lower is better0.35%

1.32%Trailing 12-mo yield$132 · $1,245 a year on $10k12.45%

−6.6%Worst dropSmaller is better−11.5%

11.1%VolatilityLower is calmer16.9%

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

6–1PRF wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

2.8%GOOGLnot top 5

2.0%BRK-Bnot top 5

Held in common27.4%

End-of-day Nov 10, 2026 · share of each fund

PRF vs JEPQ Returns, Every Period

1Y

InvescoPRF

+25.4%

past year

JEPQJ.P. Morgan

+8.8%

past year

PRFJEPQFaded: behind in that period

3–0PRF wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: PRF vs JEPQ

YTD

InvescoPRF

+21.3%

JEPQJ.P. Morgan

+6.0%

+21.3%Year to date+6.0%

−6.6%Worst drop · 1Y−11.5%

11.1%Volatility · 1Y16.9%

1.3%Yield12.4%

$9.9BAssets$40.7B

3–1PRF wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

SCHD2.94%$294

PRF1.32%$132

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

SCHD$294 − $6 = $288

PRF$132 − $34 = $98

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PRF, JEPQ, SCHD

Today

27.4%most shared, PRF and JEPQ

PRFJEPQSCHD

PRF—27.4%14.7%

JEPQ27.4%—3.7%

SCHD14.7%3.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

PRFWorst drop−6.6%11.1% vol

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.0%Year to date+33.8%

12.4%Yield2.9%

+8.8%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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PRF, JEPQ and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three