Compare · 4 funds side by side · dividends reinvested

SBIT, SCHD, VIG and JEPI

SBITProShares×SCHDSchwab×VIGVanguard×JEPIJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,495VIG · best of the four

02 / 04

SBIT, SCHD, VIG and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.5

ProShares - UltraShort Bitcoin ETFLeveraged · 2x0.95%8.80%−16.9%+20.2%[…][…]−60.2%89.9%$119M3.2

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SBIT 2024 · SCHD 2011 · VIG 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - UltraShort Bitcoin ETF · $119M[…]

SBIT

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested

SBITMeasureSCHD

−16.9%Year to dateJan 1 → Nov 3+32.8%

+20.2%1 yearTotal return+37.6%

[…]3 years · per year$10,000 became […] · $17,784+21.2%

[…]5 years · per year$10,000 became […] · $16,352+10.3%

0.95%Expense ratio$95 · $6 a year on $10k · lower is better0.06%

8.80%Trailing 12-mo yield$880 · $297 a year on $10k2.97%

−60.2%Worst dropSmaller is better−6.9%

89.9%VolatilityLower is calmer11.4%

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

1–5SCHD wins

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

More Ways to See the Pairs

SBIT vs SCHD: Top 5 Holdings

Today

SBIT

[…]in top 5

SCHD

in top 521.4%

SBITStockSCHD

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

SBIT vs SCHD Returns, Every Period

ProSharesSBIT

+20.2%

past year

SCHDSchwab

+37.6%

past year

SBITSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: SBIT vs JEPI

YTD

ProSharesSBIT

−16.9%

JEPIJ.P. Morgan

+7.0%

−16.9%Year to date+7.0%

−60.2%Worst drop · 1Y−6.7%

89.9%Volatility · 1Y7.9%

8.8%Yield8.0%

$119MAssets$46.0B

3–1JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SBIT, SCHD, VIG, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JEPI0.35%$35

SBIT0.95%$95

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SBIT, SCHD, VIG, JEPI

8.80%highest, SBIT

FundTrailing yieldYield$10k

SBIT8.80%$880

JEPI7.96%$796

SCHD2.97%$297

VIG1.47%$147

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$785most kept, SBIT

SBIT$880 − $95 = $785

JEPI$796 − $35 = $761

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SBIT, SCHD, VIG, JEPI

Today

30.7%most shared, VIG and JEPI

SBITSCHDVIGJEPI

SBIT—[…][…][…]

SCHD[…]—14.5%8.2%

VIG[…]14.5%—30.7%

JEPI[…]8.2%30.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.6%SCHD, at 11.4% volatility

JEPIWorst drop−6.7%7.9% vol

VIGWorst drop−7.9%10.0% vol

SCHDWorst drop−6.9%11.4% vol

SBITWorst drop−60.2%89.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SBITSCHD

−16.9%Year to date+32.8%

8.8%Yield3.0%

+20.2%Past year+37.6%

0.95%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026