Compare · 4 funds side by side · dividends reinvested

SCHD, WCMI, VIG and JEPQ

SCHDSchwab×WCMIFirst Trust×VIGVanguard×JEPQJ.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$16,513VIG · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the four · RiskSmallest drop

SCHD, WCMI, VIG and JEPQ, 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%$124B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B3.0

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+7.8%+9.4%[…][…]−12.5%21.0%$2.1B3.7

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 · WCMI 2020 · VIG 2006 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SCHD

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SCHD vs VIG: Top 5 Holdings

Today

SCHD

21.8%in top 5

VIG

in top 522.1%

SCHDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

4.8%TXNnot top 5

4.4%PGnot top 5

not top 5AVGO4.3%

Cost, Income and Risk

Fees: SCHD, WCMI, VIG, JEPQ

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JEPQ0.35%$35

WCMI0.85%$85

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

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

VIG

Vanguard Dividend Appreciation ETF · $109B$16,513

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

SCHDMeasureVIG

+34.9%Year to dateJan 1 → Nov 13+16.0%

+37.5%1 yearTotal return+16.3%

+20.2%3 years · per year$10,000 became $17,374 · $16,797+18.9%

+10.4%5 years · per year$10,000 became $16,418 · $16,513+10.6%

0.06%Expense ratio$6 · $4 a year on $10k · lower is better0.04%

2.92%Trailing 12-mo yield$292 · $145 a year on $10k1.45%

−6.9%Worst dropSmaller is better−7.9%

11.7%VolatilityLower is calmer11.0%

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

5–3SCHD wins

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

4.3%KOnot top 5

4.2%HDnot top 5

not top 5LLY4.1%

4.1%AMGNnot top 5

not top 5JPM3.9%

Held in common14.5%

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

SCHD vs VIG Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

VIGVanguard

+10.6%

5 years, per year

SCHDVIGFaded: behind in that period

3–1SCHD wins

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

SCHD vs JEPQ

YTD

SchwabSCHD

+34.9%

JEPQJ.P. Morgan

+6.7%

+34.9%Year to date+6.7%

−6.9%Worst drop · 1Y−11.5%

11.7%Volatility · 1Y17.0%

2.9%Yield12.4%

$124BAssets$42.6B

3–1SCHD wins

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

Yields: SCHD, WCMI, VIG, JEPQ

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

SCHD2.92%$292

VIG1.45%$145

WCMI0.57%$57

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

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

SCHD$292 − $6 = $286

VIG$145 − $4 = $141

WCMI$57 − $85 = −$28

KeptFee

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

Overlap: SCHD, WCMI, VIG, JEPQ

Today

26.6%most shared, VIG and JEPQ

SCHDWCMIVIGJEPQ

SCHD—0.0%14.5%3.8%

WCMI0.0%—0.5%0.2%

VIG14.5%0.5%—26.6%

JEPQ3.8%0.2%26.6%—

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

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%17.0% vol

WCMIWorst drop−12.5%21.0% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+6.7%Year to date+34.9%

12.4%Yield2.9%

+7.6%Past year+37.5%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

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, WCMI, VIG and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four