Compare · 3 funds side by side · dividends reinvested

RSSL, JEPQ and SCHD

RSSLGlobal X×JEPQJ.P. Morgan×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

RSSL, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B2.3

Global X - Russell 2000 ETFUS Stock Styles · Small cap0.08%1.38%+10.6%+13.4%[…][…]−11.1%18.8%$1.5B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: RSSL 2024 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Russell 2000 ETF · $1.5B[…]

RSSL

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

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

RSSLMeasureJEPQ

+10.6%Year to dateJan 1 → Nov 5+8.5%

+13.4%1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $17,406+20.3%

[…]5 years · per year[…]

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

1.38%Trailing 12-mo yield$138 · $1,217 a year on $10k12.17%

−11.1%Worst dropSmaller is better−8.8%

18.8%VolatilityLower is calmer15.5%

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

3–3Level

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

More Ways to See the Pairs

RSSL vs JEPQ: Top 5 Holdings

Today

RSSL

1.8%in top 5

JEPQ

in top 528.3%

RSSLStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

0.5%GKOSnot top 5

0.4%BTSGnot top 5

0.3%UMBFnot top 5

0.3%EATnot top 5

0.3%TWSTnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

RSSL vs JEPQ Returns, Every Period

Global XRSSL

+13.4%

past year

JEPQJ.P. Morgan

+9.3%

past year

RSSLJEPQFaded: behind in that period

2–0RSSL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: RSSL vs JEPQ

YTD

Global XRSSL

+10.6%

JEPQJ.P. Morgan

+8.5%

+10.6%Year to date+8.5%

−11.1%Worst drop · 1Y−8.8%

18.8%Volatility · 1Y15.5%

1.4%Yield12.2%

$1.5BAssets$42.6B

3–1JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RSSL, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

RSSL0.08%$8

JEPQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: RSSL, JEPQ, SCHD

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SCHD2.98%$298

RSSL1.38%$138

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SCHD$298 − $6 = $292

RSSL$138 − $8 = $130

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: RSSL, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

RSSLJEPQSCHD

RSSL—0.0%1.4%

JEPQ0.0%—3.8%

SCHD1.4%3.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−8.8%15.5% vol

RSSLWorst drop−11.1%18.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+32.3%

12.2%Yield3.0%

+9.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026