Compare · 3 funds side by side · dividends reinvested

SDEM, JEPI and SCHD

SDEMGlobal X×JEPIJ.P. Morgan×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

SDEM, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B2.0

Global X - MSCI SuperDividend Emerging Markets ETFIncome · Dividend stocks0.66%5.25%+11.2%+15.4%+19.8%+6.0%−9.0%15.4%$43M2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: SDEM 2015 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - MSCI SuperDividend Emerging Markets ETF · $43M$13,358

SDEM

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

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

SDEMMeasureJEPI

+11.2%Year to dateJan 1 → Nov 5+5.2%

+15.4%1 yearTotal return+8.3%

+19.8%3 years · per year$10,000 became $17,209 · $13,674+11.0%

+6.0%5 years · per year$10,000 became $13,358 · $14,108+7.1%

0.66%Expense ratio$66 · $35 a year on $10k · lower is better0.35%

5.25%Trailing 12-mo yield$525 · $809 a year on $10k8.09%

−9.0%Worst dropSmaller is better−6.7%

15.4%VolatilityLower is calmer8.8%

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

3–5JEPI wins

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

More Ways to See the Pairs

SDEM vs JEPI: Top 5 Holdings

Today

SDEM

11.6%in top 5

JEPI

in top 59.9%

SDEMStockJEPI

2.5%0902.HKnot top 5

2.4%601216.Snot top 5

2.2%FUNO11.Mnot top 5

2.2%VIVT3.SAnot top 5

2.2%ITSA4.SAnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

SDEM vs JEPI Returns, Every Period

Global XSDEM

+6.0%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

SDEMJEPIFaded: behind in that period

3–1SDEM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SDEM vs JEPI

YTD

Global XSDEM

+11.2%

JEPIJ.P. Morgan

+5.2%

+11.2%Year to date+5.2%

−9.0%Worst drop · 1Y−6.7%

15.4%Volatility · 1Y8.8%

5.2%Yield8.1%

$43.3MAssets$46.8B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDEM, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

SDEM0.66%$66

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SDEM, JEPI, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SDEM5.25%$525

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SDEM$525 − $66 = $459

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SDEM, JEPI, SCHD

Today

8.1%most shared, JEPI and SCHD

SDEMJEPISCHD

SDEM—0.0%0.0%

JEPI0.0%—8.1%

SCHD0.0%8.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

SDEMWorst drop−9.0%15.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+5.2%Year to date+32.3%

8.1%Yield3.0%

+8.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026