Today
VOO+2.3%IVV+0.3%SPY+2.4%VTI+2.5%QQQ+3.5%VUG+2.8%VEA+2.9%IEFA+3.2%VTV+2.0%SPYM+2.4%VXUS+2.8%BND+0.1%VGT+3.2%IEMG+3.1%AGG+0.0%GLD−0.8%VWO+2.4%IJH+3.2%SCHD+1.3%SGOV+0.0%IWF+1.3%XLK+3.7%VIG+2.4%IJR+3.3%VO+2.7%QQQM+3.4%RSP+2.3%ITOT+2.6%DFAC+2.7%BNDX+0.2%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 3 funds side by side · dividends reinvested

SIZE, JEPI and SCHD

SIZEiShares×JEPIJ.P. Morgan×SCHDSchwab×
Versus in desk
$7.5k$10k$12.5k$15k$17.5kLow $9,063 · 2022SCHD$16,454JEPI$14,453SIZE$14,354Nov 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,454SCHD · best of the three
02 / 04

SIZE, JEPI and SCHD, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.4
JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.1
iShares MSCI USA Size Factor ETFUS Stock Styles · Large cap0.15%1.36%+13.4%+16.0%+18.1%+7.5%−8.0%13.4%$425M2.5
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 9, 2026 · returns include dividends · since: SIZE 2013 · JEPI 2020 · SCHD 2011
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
iShares MSCI USA Size Factor ETF · $425M$14,354
SIZE
JEPI
JPMorgan Equity Premium Income ETF · $45.2B$14,453

$10,000 five years ago, dividends reinvested · they hold 20.7% in common

SIZEMeasureJEPI
+13.4%Year to dateJan 1 → Nov 9+7.5%
+16.0%1 yearTotal return+10.9%
+18.1%3 years · per year$10,000 became $16,483 · $13,684+11.0%
+7.5%5 years · per year$10,000 became $14,354 · $14,453+7.6%
0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%
1.36%Trailing 12-mo yield$136 · $792 a year on $10k7.92%
−8.0%Worst dropSmaller is better−6.7%
13.4%VolatilityLower is calmer9.0%
SIZEJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side
4–4Level
End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

SIZE vs JEPI: Top 5 Holdings

Today
SIZE
2.0%in top 5
JEPI
in top 59.9%
SIZEStockJEPI
not top 5MA2.1%
not top 5MSFT2.0%
not top 5AAPL2.0%
not top 5MMM1.9%
not top 5NEE1.9%
0.4%SNnot top 5
0.4%TEAMnot top 5
0.4%KMBnot top 5
0.4%OKTAnot top 5
0.4%VMRKnot top 5
Held in common20.7%
End-of-day Nov 9, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SIZE vs JEPI Returns, Every Period

5Y
iSharesSIZE
+7.5%
5 years, per year
JEPIJ.P. Morgan
+7.6%
5 years, per year
0%+10%+20%+13.4%+7.5%YTD+16.0%+10.9%1 year+18.1%+11.0%3 yrs · yr+7.5%+7.6%5 yrs · yr
SIZEJEPIFaded: behind in that period
3–1SIZE wins
End-of-day Nov 9, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Stocks vs Income: SIZE vs JEPI

YTD
iSharesSIZE
+13.4%
JEPIJ.P. Morgan
+7.5%
Jan 1Nov 9+13.4%+7.5%
+13.4%Year to date+7.5%
−8.0%Worst drop · 1Y−6.7%
13.4%Volatility · 1Y9.0%
1.4%Yield7.9%
$425MAssets$45.2B
3–1JEPI wins
End-of-day Nov 9, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SIZE, JEPI, SCHD

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
SIZE0.15%$15
JEPI0.35%$35
End-of-day Nov 9, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SIZE, JEPI, SCHD

1Y
7.92%highest, JEPI
FundTrailing yieldYield$10k
JEPI7.92%$792
SCHD2.96%$296
SIZE1.36%$136
End-of-day Nov 9, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$757most kept, JEPI
JEPI$792 − $35 = $757
SCHD$296 − $6 = $290
SIZE$136 − $15 = $121
KeptFee
End-of-day Nov 9, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SIZE, JEPI, SCHD

Today
20.7%most shared, SIZE and JEPI
SIZEJEPISCHD
SIZE—20.7%9.3%
JEPI20.7%—8.2%
SCHD9.3%8.2%—
End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+39.1%SCHD, at 11.8% volatility
0%+10%+20%+30%+40%+50%5%10%15%Volatility · 1 year → bumpierSCHD +39.1%SIZE +16.0%JEPI +10.9%
JEPIWorst drop−6.7%9.0% vol
SCHDWorst drop−6.9%11.8% vol
SIZEWorst drop−8.0%13.4% vol
End-of-day Nov 9, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
JEPISCHD
Jan 1Nov 9+7.5%+33.1%
+7.5%Year to date+33.1%
7.9%Yield3.0%
+10.9%Past year+39.1%
0.35%Fee0.06%
3–1SCHD wins
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+33.1%
VIGVanguard
+14.8%
Jan 1Nov 9+33.1%+14.8%
+33.1%Year to date+14.8%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+6.6%
JEPIJ.P. Morgan
+7.5%
Jan 1Nov 9+6.6%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+11.3%
SPYSPDR
+11.2%
Jan 1Nov 9+11.3%+11.2%
+11.3%Year to date+11.2%
1.0%Yield1.0%
$179BAssets$778B
1–0SPYM wins
End-of-day Nov 9, 2026
@TheETFTracker·theetftracker.com
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