Compare · 3 funds side by side · dividends reinvested

SLTY, SCHD and JEPI

SLTYYieldMax×SCHDSchwab×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

SLTY, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.8

YieldMax Ultra Short Option Income Strategy ETFLeveraged · Bear1.35%91.83%−8.0%−8.7%[…][…]−16.6%15.6%$17M2.7

Rank among the three1st → 3rdFee, 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: SLTY 2025 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax Ultra Short Option Income Strategy ETF · $17M[…]

SLTY

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested

SLTYMeasureSCHD

−8.0%Year to dateJan 1 → Nov 6+31.4%

−8.7%1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

1.35%Expense ratio$135 · $6 a year on $10k · lower is better0.06%

91.83%Trailing 12-mo yield$9,183 · $300 a year on $10k3.00%

−16.6%Worst dropSmaller is better−6.9%

15.6%VolatilityLower is calmer11.7%

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

1–5SCHD wins

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

More Ways to See the Pairs

SLTY vs SCHD: Top 5 Holdings

Today

SLTY

-10.4%in top 5

SCHD

in top 521.4%

SLTYStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

-1.8%TMUSnot top 5

-2.0%HPEnot top 5

-2.1%RKLBnot top 5

-2.2%TGTnot top 5

-2.3%QQQnot top 5

Held in common[…]

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

SLTY vs SCHD Returns, Every Period

YieldMaxSLTY

−8.7%

past year

SCHDSchwab

+37.0%

past year

SLTYSCHDFaded: behind in that period

0–2SCHD wins

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

Leveraged vs Income: SLTY vs JEPI

YTD

YieldMaxSLTY

−8.0%

JEPIJ.P. Morgan

+5.3%

−8.0%Year to date+5.3%

−16.6%Worst drop · 1Y−6.7%

15.6%Volatility · 1Y8.8%

91.8%Yield8.1%

$16.7MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: SLTY, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

SLTY1.35%$135

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

Yields: SLTY, SCHD, JEPI

91.83%highest, SLTY

FundTrailing yieldYield$10k

SLTY91.83%$9,183

JEPI8.09%$809

SCHD3.00%$300

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

Income After Fees on $10,000

$9,048most kept, SLTY

SLTY$9,183 − $135 = $9,048

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

KeptFee

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

Overlap: SLTY, SCHD, JEPI

Today

8.2%most shared, SCHD and JEPI

SLTYSCHDJEPI

SLTY—[…][…]

SCHD[…]—8.2%

JEPI[…]8.2%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

SLTYWorst drop−16.6%15.6% vol

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

Paid More vs Made More

YTD

SLTYSCHD

−8.0%Year to date+31.4%

91.8%Yield3.0%

−8.7%Past year+37.0%

1.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026