Compare · 2 funds side by side · dividends reinvested

SCHA and JEPI

SCHASchwab×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,322JEPI · best of the two

02 / 04

SCHA and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Small-Cap ETFUS Stock Styles · Small cap0.03%1.11%+17.1%+19.4%+21.9%+6.3%−11.2%18.6%$22.1B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.5

Rank among the two1st → 2ndFee, 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: SCHA 2009 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Small-Cap ETF · $22.1B$13,578

SCHA

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

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

SCHAMeasureJEPI

+17.1%Year to dateJan 1 → Nov 3+7.0%

+19.4%1 yearTotal return+9.8%

+21.9%3 years · per year$10,000 became $18,104 · $14,201+12.4%

+6.3%5 years · per year$10,000 became $13,578 · $14,322+7.4%

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

1.11%Trailing 12-mo yield$112 · $796 a year on $10k7.96%

−11.2%Worst dropSmaller is better−6.7%

18.6%VolatilityLower is calmer7.9%

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

4–4Level

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

More Ways to See the Pairs

SCHA vs JEPI: Top 5 Holdings

Today

SCHA

1.6%in top 5

JEPI

in top 59.5%

SCHAStockJEPI

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

0.4%HALOnot top 5

0.3%GKOSnot top 5

0.3%Wnot top 5

0.3%BMNRnot top 5

0.3%AHRnot top 5

Held in common0.0%

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

SCHA vs JEPI Returns, Every Period

SchwabSCHA

+6.3%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

SCHAJEPIFaded: behind in that period

3–1SCHA wins

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

Stocks vs Income: SCHA vs JEPI

YTD

SchwabSCHA

+17.1%

JEPIJ.P. Morgan

+7.0%

+17.1%Year to date+7.0%

−11.2%Worst drop · 1Y−6.7%

18.6%Volatility · 1Y7.9%

1.1%Yield8.0%

$22.1BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: SCHA, JEPI

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

JEPI0.35%$35

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

Yields: SCHA, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

SCHA1.11%$112

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

SCHA$112 − $3 = $109

KeptFee

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

Overlap: SCHA, JEPI

Today

0.0%most shared, SCHA and JEPI

SCHAJEPI

SCHA—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+19.4%SCHA, at 18.6% volatility

JEPIWorst drop−6.7%7.9% vol

SCHAWorst drop−11.2%18.6% vol

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

Paid More vs Made More

YTD

JEPISCHA

+7.0%Year to date+17.1%

8.0%Yield1.1%

+9.8%Past year+19.4%

0.35%Fee0.03%

3–1SCHA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD 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