Compare · 2 funds side by side · dividends reinvested

SCHH and JEPI

SCHHSchwab×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

SCHH and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. REIT ETFSectors · Real estate0.07%2.89%+14.7%+14.6%+14.3%+2.2%−11.9%14.3%$11.2B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SCHH 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. REIT ETF · $11.2B$11,127

SCHH

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

SCHHMeasureJEPI

+14.7%Year to dateJan 1 → Nov 6+5.3%

+14.6%1 yearTotal return+8.2%

+14.3%3 years · per year$10,000 became $14,914 · $13,562+10.7%

+2.2%5 years · per year$10,000 became $11,127 · $14,118+7.1%

0.07%Expense ratio$7 · $35 a year on $10k · lower is better0.35%

2.89%Trailing 12-mo yield$289 · $809 a year on $10k8.09%

−11.9%Worst dropSmaller is better−6.7%

14.3%VolatilityLower is calmer8.8%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHH vs JEPI: Top 5 Holdings

Today

SCHH

32.5%in top 5

JEPI

in top 59.9%

SCHHStockJEPI

10.2%WELLnot top 5

8.1%PLDnot top 5

5.0%AMTnot top 5

4.8%SPGnot top 5

4.4%EQIXnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common1.9%

End-of-day Nov 6, 2026 · share of each fund

SCHH vs JEPI Returns, Every Period

SchwabSCHH

+2.2%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

SCHHJEPIFaded: behind in that period

3–1SCHH wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Income: SCHH vs JEPI

YTD

SchwabSCHH

+14.7%

JEPIJ.P. Morgan

+5.3%

+14.7%Year to date+5.3%

−11.9%Worst drop · 1Y−6.7%

14.3%Volatility · 1Y8.8%

2.9%Yield8.1%

$11.2BAssets$45.2B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHH, JEPI

Today

0.07%lowest, SCHH

FundExpense ratioFee$10k

SCHH0.07%$7

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHH, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHH2.89%$289

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHH$289 − $7 = $282

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHH, JEPI

Today

1.9%most shared, SCHH and JEPI

SCHHJEPI

SCHH—1.9%

JEPI1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.6%SCHH, at 14.3% volatility

JEPIWorst drop−6.7%8.8% vol

SCHHWorst drop−11.9%14.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHH

+5.3%Year to date+14.7%

8.1%Yield2.9%

+8.2%Past year+14.6%

0.35%Fee0.07%

3–1SCHH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+11.2%

SCHHSchwab

+14.7%

+11.2%Year to date+14.7%

3.6%Yield2.9%

$35.9BAssets$11.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026