Compare · 3 funds side by side · dividends reinvested

QLV, JEPI and SCHD

QLVFlexShares×JEPIJ.P. Morgan×SCHDSchwab×

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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

QLV, JEPI and SCHD, 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%$123B1.6

Northern Trust US Quality Low Volatility ETFUS Stock Styles · Factor0.09%1.44%+14.8%+17.1%+17.5%+10.2%−6.2%8.4%$192M1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.5

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: QLV 2019 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Northern Trust US Quality Low Volatility ETF · $192M$16,236

QLV

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,429

$10,000 five years ago, dividends reinvested · they hold 33.6% in common

QLV

More Ways to See the Pairs

QLV vs JEPI: Top 5 Holdings

Today

QLV

25.0%in top 5

JEPI

in top 59.8%

QLVStockJEPI

6.7%MSFT2.0%

6.2%AAPL2.0%

5.1%NVDAnot top 5

4.5%JNJnot top 5

2.5%AMZN

Cost, Income and Risk

Fees: QLV, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

QLV0.09%$9

JEPI0.35%$35

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

Yields: QLV, JEPI, 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%

$123BAssets$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

JEPI

+14.8%Year to dateJan 1 → Nov 10+7.6%

+17.1%1 yearTotal return+10.6%

+17.5%3 years · per year$10,000 became $16,239 · $13,634+10.9%

+10.2%5 years · per year$10,000 became $16,236 · $14,429+7.6%

0.09%Expense ratio$9 · $35 a year on $10k · lower is better0.35%

1.44%Trailing 12-mo yield$144 · $792 a year on $10k7.92%

−6.2%Worst dropSmaller is better−6.7%

8.4%VolatilityLower is calmer9.0%

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

7–1QLV wins

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

1.9%

not top 5MA2.0%

not top 5MMM1.9%

Held in common33.6%

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

QLV vs JEPI Returns, Every Period

5Y

FlexSharesQLV

+10.2%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

QLVJEPIFaded: behind in that period

4–0QLV wins

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

Stocks vs Income: QLV vs JEPI

YTD

FlexSharesQLV

+14.8%

JEPIJ.P. Morgan

+7.6%

+14.8%Year to date+7.6%

−6.2%Worst drop · 1Y−6.7%

8.4%Volatility · 1Y9.0%

1.4%Yield7.9%

$192MAssets$46.6B

3–1QLV wins

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

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

SCHD2.94%$294

QLV1.44%$144

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

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

SCHD$294 − $6 = $288

QLV$144 − $9 = $135

KeptFee

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

Overlap: QLV, JEPI, SCHD

Today

33.6%most shared, QLV and JEPI

QLVJEPISCHD

QLV—33.6%11.4%

JEPI33.6%—8.3%

SCHD11.4%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

QLVWorst drop−6.2%8.4% 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%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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QLV, JEPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three