Compare · 3 funds side by side · dividends reinvested

ROSC, JEPI and SCHD

ROSCHartford×JEPIJ.P. Morgan×SCHDSchwab×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the three · RiskSmallest drop

ROSC, JEPI and SCHD, 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%$123B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B2.3

Hartford Multifactor Small Cap ETFUS Stock Styles · Small cap0.34%1.91%+19.7%+24.6%+18.2%+8.3%−7.8%14.1%$50M2.4

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: ROSC 2015 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Hartford Multifactor Small Cap ETF · $50M$14,913

ROSC

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,545

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

ROSC

More Ways to See the Pairs

ROSC vs JEPI: Top 5 Holdings

Today

ROSC

5.7%in top 5

JEPI

in top 59.8%

ROSCStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: ROSC, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ROSC0.34%$34

JEPI0.35%$35

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

JEPI

+19.7%Year to dateJan 1 → Nov 11+8.6%

+24.6%1 yearTotal return+11.2%

+18.2%3 years · per year$10,000 became $16,498 · $13,729+11.1%

+8.3%5 years · per year$10,000 became $14,913 · $14,545+7.8%

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

1.91%Trailing 12-mo yield$191 · $784 a year on $10k7.84%

−7.8%Worst dropSmaller is better−6.7%

14.1%VolatilityLower is calmer9.0%

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

5–3ROSC wins

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

1.2%MDnot top 5

1.2%OSPNnot top 5

1.2%HAEnot top 5

1.1%INDVnot top 5

1.0%IDTnot top 5

Held in common0.0%

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

ROSC vs JEPI Returns, Every Period

5Y

HartfordROSC

+8.3%

5 years, per year

JEPIJ.P. Morgan

+7.8%

5 years, per year

ROSCJEPIFaded: behind in that period

4–0ROSC wins

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

Stocks vs Income: ROSC vs JEPI

YTD

HartfordROSC

+19.7%

JEPIJ.P. Morgan

+8.6%

+19.7%Year to date+8.6%

−7.8%Worst drop · 1Y−6.7%

14.1%Volatility · 1Y9.0%

1.9%Yield7.8%

$49.7MAssets$46.6B

3–1JEPI wins

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

Yields: ROSC, JEPI, SCHD

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

SCHD2.93%$293

ROSC1.91%$191

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

SCHD$293 − $6 = $287

ROSC$191 − $34 = $157

KeptFee

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

Overlap: ROSC, JEPI, SCHD

Today

8.5%most shared, JEPI and SCHD

ROSCJEPISCHD

ROSC—0.0%0.8%

JEPI0.0%—8.5%

SCHD0.8%8.5%—

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

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

ROSCWorst drop−7.8%14.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.6%Year to date+34.6%

7.8%Yield2.9%

+11.2%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%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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ROSC, JEPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: ROSC, JEPI, SCHD