Compare · 3 funds side by side · dividends reinvested

SIO, SCHD and JEPI

SIOTouchstone×SCHDSchwab×JEPIJ.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

SIO, SCHD and JEPI, 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%$123B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.9

Touchstone Strategic Income ETFIncome · Dividend stocks0.82%7.00%+0.5%+1.7%+8.0%[…]−3.6%4.0%$287M2.3

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: SIO 2022 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Touchstone Strategic Income ETF · $287M[…]

SIO

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

SIOMeasureSCHD

+0.5%Year to dateJan 1 → Nov 4+35.3%

+1.7%1 yearTotal return+41.6%

+8.0%3 years · per year$10,000 became $12,587 · $17,908+21.4%

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

0.82%Expense ratio$82 · $6 a year on $10k · lower is better0.06%

7.00%Trailing 12-mo yield$700 · $291 a year on $10k2.91%

−3.6%Worst dropSmaller is better−6.9%

4.0%VolatilityLower is calmer11.5%

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

3–4SCHD wins

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

More Ways to See the Pairs

SIO vs SCHD: Top 5 Holdings

Today

SIO

1.1%in top 5

SCHD

in top 521.6%

SIOStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

0.3%USB-PRnot top 5

0.2%CFG-PEnot top 5

0.2%XELLLnot top 5

0.2%CMSDnot top 5

0.2%SWKnot top 5

Held in common0.1%

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

SIO vs SCHD Returns, Every Period

TouchstoneSIO

+1.7%

past year

SCHDSchwab

+41.6%

past year

SIOSCHDFaded: behind in that period

0–3SCHD wins

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

SIO vs JEPI

YTD

TouchstoneSIO

+0.5%

JEPIJ.P. Morgan

+8.8%

+0.5%Year to date+8.8%

−3.6%Worst drop · 1Y−6.7%

4.0%Volatility · 1Y8.1%

7.0%Yield7.8%

$287MAssets$46.1B

2–2level

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

Cost, Income and Risk

Fees: SIO, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

SIO0.82%$82

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

Yields: SIO, SCHD, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

SIO7.00%$700

SCHD2.91%$291

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SIO$700 − $82 = $618

SCHD$291 − $6 = $285

KeptFee

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

Overlap: SIO, SCHD, JEPI

Today

8.2%most shared, SCHD and JEPI

SIOSCHDJEPI

SIO—0.1%0.6%

SCHD0.1%—8.2%

JEPI0.6%8.2%—

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

SIOWorst drop−3.6%4.0% vol

JEPIWorst drop−6.7%8.1% vol

SCHDWorst drop−6.9%11.5% vol

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

Paid More vs Made More

YTD

JEPISCHD

+8.8%Year to date+35.3%

7.8%Yield2.9%

+11.9%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