Compare · 2 funds side by side · dividends reinvested

SCHA and JEPQ

SCHASchwab×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,578SCHA · best of the two

02 / 04

SCHA and JEPQ, 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%$22.1B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.6

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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHA

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

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

SCHAMeasureJEPQ

+17.1%Year to dateJan 1 → Nov 3+7.5%

+19.4%1 yearTotal return+8.6%

+21.9%3 years · per year$10,000 became $18,104 · $17,450+20.4%

+6.3%5 years · per year$10,000 became $13,578 · […][…]

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

1.11%Trailing 12-mo yield$112 · $1,228 a year on $10k12.28%

−11.2%Worst dropSmaller is better−8.8%

18.6%VolatilityLower is calmer15.5%

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

4–3SCHA wins

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 JEPQ: Top 5 Holdings

Today

SCHA

1.6%in top 5

JEPQ

in top 527.5%

SCHAStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

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 JEPQ Returns, Every Period

SchwabSCHA

+19.4%

past year

JEPQJ.P. Morgan

+8.6%

past year

SCHAJEPQFaded: behind in that period

3–0SCHA wins

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

Stocks vs Income: SCHA vs JEPQ

YTD

SchwabSCHA

+17.1%

JEPQJ.P. Morgan

+7.5%

+17.1%Year to date+7.5%

−11.2%Worst drop · 1Y−8.8%

18.6%Volatility · 1Y15.5%

1.1%Yield12.3%

$22.1BAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: SCHA, JEPQ

Today

0.03%lowest, SCHA

FundExpense ratioFee$10k

SCHA0.03%$3

JEPQ0.35%$35

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

Yields: SCHA, JEPQ

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

SCHA1.11%$112

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

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

SCHA$112 − $3 = $109

KeptFee

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

Overlap: SCHA, JEPQ

Today

0.0%most shared, SCHA and JEPQ

SCHAJEPQ

SCHA—0.0%

JEPQ0.0%—

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

JEPQWorst drop−8.8%15.5% 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

JEPQSCHA

+7.5%Year to date+17.1%

12.3%Yield1.1%

+8.6%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