Compare · 3 funds side by side · dividends reinvested

SHM, JEPI and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

SHM, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.0

State Street SPDR Nuveen ICE Short Term Municipal Bond ETFBonds & Cash · Municipal0.20%2.70%+1.4%+2.1%+3.3%+1.1%−2.7%1.8%$3.5B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: SHM 2007 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · $3.5B$10,571

SHM

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested

SHMMeasureJEPI

+1.4%Year to dateJan 1 → Nov 9+7.5%

+2.1%1 yearTotal return+10.9%

+3.3%3 years · per year$10,000 became $11,019 · $13,679+11.0%

+1.1%5 years · per year$10,000 became $10,571 · $14,448+7.6%

0.20%Expense ratio$20 · $35 a year on $10k · lower is better0.35%

2.70%Trailing 12-mo yield$270 · $793 a year on $10k7.93%

−2.7%Worst dropSmaller is better−6.7%

1.8%VolatilityLower is calmer9.0%

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

3–5JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SHM vs JEPI: Top 5 Holdings

Today

SHM

[…]in top 5

JEPI

in top 59.9%

SHMStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

SHM vs JEPI Returns, Every Period

SPDRSHM

+1.1%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

SHMJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: SHM vs JEPI

YTD

SPDRSHM

+1.4%

JEPIJ.P. Morgan

+7.5%

+1.4%Year to date+7.5%

−2.7%Worst drop · 1Y−6.7%

1.8%Volatility · 1Y9.0%

2.7%Yield7.9%

$3.5BAssets$45.2B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHM, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SHM0.20%$20

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SHM, JEPI, SCHD

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

SCHD2.96%$296

SHM2.70%$270

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SCHD$296 − $6 = $290

SHM$270 − $20 = $250

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SHM, JEPI, SCHD

Today

8.4%most shared, JEPI and SCHD

SHMJEPISCHD

SHM—[…][…]

JEPI[…]—8.4%

SCHD[…]8.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

SHMWorst drop−2.7%1.8% vol

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+7.5%Year to date+33.2%

7.9%Yield3.0%

+10.9%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026