Compare · 3 funds side by side · dividends reinvested

SCHD, JEPQ and JEPI

SCHDSchwab×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,352SCHD · best of the three

02 / 04

SCHD, JEPQ 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%$121B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.3

Rank among the three1st → 3rdFee, 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: SCHD 2011 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

SCHD

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

SCHDMeasureJEPQ

+32.8%Year to dateJan 1 → Nov 3+7.5%

+37.6%1 yearTotal return+8.6%

+21.2%3 years · per year$10,000 became $17,784 · $17,450+20.4%

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

0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%

2.97%Trailing 12-mo yield$297 · $1,228 a year on $10k12.28%

−6.9%Worst dropSmaller is better−8.8%

11.4%VolatilityLower is calmer15.5%

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

6–1SCHD wins

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

More Ways to See the Pairs

SCHD vs JEPQ: Top 5 Holdings

Today

SCHD

21.4%in top 5

JEPQ

in top 527.5%

SCHDStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

4.6%TXNnot top 5

4.3%PGnot top 5

4.2%KOnot top 5

4.2%CVXnot top 5

4.2%HDnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

Held in common3.7%

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

SCHD vs JEPQ Returns, Every Period

SchwabSCHD

+37.6%

past year

JEPQJ.P. Morgan

+8.6%

past year

SCHDJEPQFaded: behind in that period

3–0SCHD wins

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

SCHD vs JEPQ

YTD

SchwabSCHD

+32.8%

JEPQJ.P. Morgan

+7.5%

+32.8%Year to date+7.5%

−6.9%Worst drop · 1Y−8.8%

11.4%Volatility · 1Y15.5%

3.0%Yield12.3%

$121BAssets$41.8B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, JEPQ, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: SCHD, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

SCHD2.97%$297

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

JEPI$796 − $35 = $761

SCHD$297 − $6 = $291

KeptFee

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

Overlap: SCHD, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

SCHDJEPQJEPI

SCHD—3.7%8.2%

JEPQ3.7%—26.6%

JEPI8.2%26.6%—

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

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

JEPIWorst drop−6.7%7.9% vol

SCHDWorst drop−6.9%11.4% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+7.5%Year to date+32.8%

12.3%Yield3.0%

+8.6%Past year+37.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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