Compare · 4 funds side by side · dividends reinvested

SCHD, WCBR, DRAM and JEPI

SCHDSchwab×WCBRWisdomTree×DRAMRoundhill×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the four · RiskSmallest drop

SCHD, WCBR, DRAM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B2.1

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+54.2%+36.4%+28.1%+8.0%−27.8%41.6%$197M2.3

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$16.6B3.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: SCHD 2011 · WCBR 2021 · DRAM 2026 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree Cybersecurity Fund · $197M$14,726

WCBR

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WCBR vs SCHD: Top 5 Holdings

Today

WCBR

29.9%in top 5

SCHD

in top 521.8%

WCBRStockSCHD

6.7%ZSnot top 5

6.1%Snot top 5

5.9%NTSKnot top 5

5.8%CRWDnot top 5

5.5%TENBnot top 5

Cost, Income and Risk

Fees: SCHD, WCBR, DRAM, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

WCBR0.45%$45

DRAM0.65%$65

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

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

WCBRMeasureSCHD

+54.2%Year to dateJan 1 → Nov 13+34.9%

+36.4%1 yearTotal return+37.5%

+28.1%3 years · per year$10,000 became $21,008 · $17,374+20.2%

+8.0%5 years · per year$10,000 became $14,726 · $16,418+10.4%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $292 a year on $10k2.92%

−27.8%Worst dropSmaller is better−6.9%

41.6%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

WCBR vs SCHD Returns, Every Period

5Y

WisdomTreeWCBR

+8.0%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

WCBRSCHDFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Thematic vs Income: WCBR vs JEPI

YTD

WisdomTreeWCBR

+54.2%

JEPIJ.P. Morgan

+8.2%

+54.2%Year to date+8.2%

−27.8%Worst drop · 1Y−6.7%

41.6%Volatility · 1Y9.0%

0.0%Yield7.9%

$197MAssets$47.3B

3–1JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: SCHD, WCBR, DRAM, JEPI

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

SCHD2.92%$292

WCBR0.00%$0

DRAM0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

SCHD$292 − $6 = $286

WCBR$0 − $45 = −$45

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SCHD, WCBR, DRAM, JEPI

Today

8.5%most shared, SCHD and JEPI

SCHDWCBRDRAMJEPI

SCHD—0.0%0.0%8.5%

WCBR0.0%—0.0%0.4%

DRAM0.0%0.0%—1.5%

JEPI8.5%0.4%1.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

WCBRWorst drop−27.8%41.6% vol

DRAMWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIWCBR

+8.2%Year to date+54.2%

7.9%Yield0.0%

+9.6%Past year+36.4%

0.35%Fee0.45%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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SCHD, WCBR, DRAM and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four