Compare · 3 funds side by side · dividends reinvested

QQQ, JEPI and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,509QQQ · best of the three

02 / 04

QQQ, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.1

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$446B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: QQQ 1999 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco QQQ Trust, Series 1 · $446B$17,509

QQQ

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested · they hold 26.4% in common

QQQMeasureJEPI

+7.2%Year to dateJan 1 → Nov 6+5.3%

+5.8%1 yearTotal return+8.2%

+23.2%3 years · per year$10,000 became $18,694 · $13,562+10.7%

+11.9%5 years · per year$10,000 became $17,509 · $14,118+7.1%

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

0.47%Trailing 12-mo yield$47 · $809 a year on $10k8.09%

−14.8%Worst dropSmaller is better−6.7%

21.3%VolatilityLower is calmer8.8%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QQQ vs JEPI: Top 5 Holdings

Today

QQQ

31.6%in top 5

JEPI

in top 59.9%

QQQStockJEPI

8.7%AAPL2.0%

7.6%NVDAnot top 5

6.9%MSFT2.0%

4.9%AMZNnot top 5

3.5%MUnot top 5

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common26.4%

End-of-day Nov 6, 2026 · share of each fund

QQQ vs JEPI Returns, Every Period

InvescoQQQ

+11.9%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

QQQJEPIFaded: behind in that period

3–1QQQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Income: QQQ vs JEPI

YTD

InvescoQQQ

+7.2%

JEPIJ.P. Morgan

+5.3%

+7.2%Year to date+5.3%

−14.8%Worst drop · 1Y−6.7%

21.3%Volatility · 1Y8.8%

0.5%Yield8.1%

$446BAssets$45.2B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: QQQ, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

QQQ0.18%$18

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: QQQ, JEPI, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD3.00%$300

QQQ0.47%$47

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: QQQ, JEPI, SCHD

Today

26.4%most shared, QQQ and JEPI

QQQJEPISCHD

QQQ—26.4%5.6%

JEPI26.4%—8.2%

SCHD5.6%8.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

QQQWorst drop−14.8%21.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+5.3%Year to date+31.4%

8.1%Yield3.0%

+8.2%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–0QQQM wins

End-of-day Nov 6, 2026