Compare · 3 funds side by side · dividends reinvested

RPG, JEPI and SCHD

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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

RPG, 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%$123B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.0

Invesco S&P 500 Pure Growth ETFUS Stock Styles · Growth0.35%0.16%+11.2%+11.8%+20.1%+4.6%−23.8%28.6%$1.7B2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: RPG 2006 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P 500 Pure Growth ETF · $1.7B$12,498

RPG

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 16.9% in common

RPG

More Ways to See the Pairs

RPG vs JEPI: Top 5 Holdings

Today

RPG

16.1%in top 5

JEPI

in top 59.8%

RPGStockJEPI

4.7%SNDKnot top 5

3.1%MUnot top 5

3.1%CRWDnot top 5

2.7%AMDnot top 5

2.6%BRK-Bnot top 5

Cost, Income and Risk

Fees: RPG, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

RPG0.35%$35

JEPI0.35%$35

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

Yields: RPG, 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

+11.2%Year to dateJan 1 → Nov 10+7.6%

+11.8%1 yearTotal return+10.6%

+20.1%3 years · per year$10,000 became $17,334 · $13,634+10.9%

+4.6%5 years · per year$10,000 became $12,498 · $14,429+7.6%

0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%

0.16%Trailing 12-mo yield$16 · $792 a year on $10k7.92%

−23.8%Worst dropSmaller is better−6.7%

28.6%VolatilityLower is calmer9.0%

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

3–4JEPI wins

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

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common16.9%

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

RPG vs JEPI Returns, Every Period

5Y

InvescoRPG

+4.6%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

RPGJEPIFaded: behind in that period

3–1RPG wins

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

Stocks vs Income: RPG vs JEPI

YTD

InvescoRPG

+11.2%

JEPIJ.P. Morgan

+7.6%

+11.2%Year to date+7.6%

−23.8%Worst drop · 1Y−6.7%

28.6%Volatility · 1Y9.0%

0.2%Yield7.9%

$1.7BAssets$46.6B

3–1JEPI 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

RPG0.16%$16

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

RPG$16 − $35 = −$19

KeptFee

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

Overlap: RPG, JEPI, SCHD

Today

16.9%most shared, RPG and JEPI

RPGJEPISCHD

RPG—16.9%0.0%

JEPI16.9%—8.3%

SCHD0.0%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

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

RPGWorst drop−23.8%28.6% 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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RPG, JEPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three