Compare · 3 funds side by side · dividends reinvested

PRFD, SCHD and JEPI

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the three · RiskSmallest drop

PRFD, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B1.9

PIMCO Preferred And Capital Securities Active Exchange-Traded FundUnsorted0.87%6.07%+0.5%+1.2%+9.2%[…]−3.6%3.6%$236M2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: PRFD 2023 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund · $236M[…]

PRFD

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,428

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

PRFD

More Ways to See the Pairs

PRFD vs SCHD: Top 5 Holdings

Today

PRFD

1.4%in top 5

SCHD

in top 521.4%

PRFDStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: PRFD, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

PRFD0.87%$87

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

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

SCHD

+0.5%Year to dateJan 1 → Nov 10+33.8%

+1.2%1 yearTotal return+38.8%

+9.2%3 years · per year$10,000 became $13,013 · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.87%Expense ratio$87 · $6 a year on $10k · lower is better0.06%

6.07%Trailing 12-mo yield$607 · $294 a year on $10k2.94%

−3.6%Worst dropSmaller is better−6.9%

3.6%VolatilityLower is calmer11.8%

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

3–4SCHD wins

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

0.4%MS-PQnot top 5

0.3%WFC-PZnot top 5

0.3%JPM-PLnot top 5

0.2%VOYA-PBnot top 5

0.2%T-PCnot top 5

Held in common0.0%

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

PRFD vs SCHD Returns, Every Period

1Y

PIMCOPRFD

+1.2%

past year

SCHDSchwab

+38.8%

past year

PRFDSCHDFaded: behind in that period

0–3SCHD wins

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

Unsorted vs Income: PRFD vs JEPI

YTD

PIMCOPRFD

+0.5%

JEPIJ.P. Morgan

+7.6%

+0.5%Year to date+7.6%

−3.6%Worst drop · 1Y−6.7%

3.6%Volatility · 1Y9.0%

6.1%Yield7.9%

$236MAssets$45.2B

2–2level

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

Yields: PRFD, SCHD, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

PRFD6.07%$607

SCHD2.94%$294

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

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

PRFD$607 − $87 = $520

SCHD$294 − $6 = $288

KeptFee

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

Overlap: PRFD, SCHD, JEPI

Today

8.3%most shared, SCHD and JEPI

PRFDSCHDJEPI

PRFD—0.0%0.0%

SCHD0.0%—8.3%

JEPI0.0%8.3%—

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

PRFDWorst drop−3.6%3.6% vol

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

JEPISCHD

+7.6%Year to date+33.8%

7.9%Yield2.9%

+10.6%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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PRFD, SCHD and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: PRFD, SCHD, JEPI