Compare · 3 funds side by side · dividends reinvested

SCHD, WCEO and JEPQ

SCHDSchwab×WCEOHypatia Capital×JEPQJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

SCHD, WCEO and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.1

Hypatia Women CEO ETFUnsorted0.85%0.53%+20.9%+24.1%+20.4%[…]−7.3%13.8%$14M2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SCHD 2011 · WCEO 2023 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Hypatia Women CEO ETF · $14M[…]

WCEO

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

WCEOMeasureSCHD

+20.9%Year to dateJan 1 → Nov 4+35.3%

+24.1%1 yearTotal return+41.6%

+20.4%3 years · per year$10,000 became $17,452 · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

0.53%Trailing 12-mo yield$53 · $291 a year on $10k2.91%

−7.3%Worst dropSmaller is better−6.9%

13.8%VolatilityLower is calmer11.5%

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

0–7SCHD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WCEO vs SCHD: Top 5 Holdings

Today

WCEO

8.3%in top 5

SCHD

in top 521.6%

WCEOStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

1.7%SEInot top 5

1.7%KMInot top 5

1.7%MPCnot top 5

1.6%INSWnot top 5

1.6%CLXnot top 5

Held in common2.7%

End-of-day Nov 4, 2026 · share of each fund

WCEO vs SCHD Returns, Every Period

Hypatia CapitalWCEO

+24.1%

past year

SCHDSchwab

+41.6%

past year

WCEOSCHDFaded: behind in that period

0–3SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: WCEO vs JEPQ

YTD

Hypatia CapitalWCEO

+20.9%

JEPQJ.P. Morgan

+8.5%

+20.9%Year to date+8.5%

−7.3%Worst drop · 1Y−8.8%

13.8%Volatility · 1Y15.5%

0.5%Yield12.2%

$13.7MAssets$42.1B

3–1WCEO wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, WCEO, JEPQ

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

WCEO0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCHD, WCEO, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SCHD2.91%$291

WCEO0.53%$53

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SCHD$291 − $6 = $285

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCHD, WCEO, JEPQ

Today

3.7%most shared, SCHD and JEPQ

SCHDWCEOJEPQ

SCHD—2.7%3.7%

WCEO2.7%—1.3%

JEPQ3.7%1.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

SCHDWorst drop−6.9%11.5% vol

WCEOWorst drop−7.3%13.8% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+35.3%

12.2%Yield2.9%

+9.3%Past year+41.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026