Compare · 3 funds side by side · dividends reinvested

SPYM, JEPI and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,408SPYM · best of the three

Story of the three · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the three · RiskSmallest drop

SPYM, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$183B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: SPYM 2005 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P 500 ETF · $183B$17,408

SPYM

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,510

$10,000 five years ago, dividends reinvested · they hold 39.5% in common

SPYM

More Ways to See the Pairs

SPYM vs JEPI: Top 5 Holdings

Today

SPYM

26.8%in top 5

JEPI

in top 59.7%

SPYMStockJEPI

7.9%AAPL2.0%

6.4%NVDAnot top 5

5.9%MSFT1.9%

4.0%AMZN1.9%

2.6%GOOGL

Cost, Income and Risk

Fees: SPYM, JEPI, SCHD

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SCHD0.06%$6

JEPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: SPYM, JEPI, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

JEPI

+12.0%Year to dateJan 1 → Nov 12+8.3%

+12.2%1 yearTotal return+10.1%

+21.7%3 years · per year$10,000 became $18,024 · $13,724+11.1%

+11.7%5 years · per year$10,000 became $17,408 · $14,510+7.7%

0.02%Expense ratio$2 · $35 a year on $10k · lower is better0.35%

1.02%Trailing 12-mo yield$102 · $786 a year on $10k7.86%

−8.9%Worst dropSmaller is better−6.7%

13.7%VolatilityLower is calmer9.0%

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

5–3SPYM wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5MA2.0%

not top 5MMM1.9%

Held in common39.5%

End-of-day Nov 12, 2026 · share of each fund

SPYM vs JEPI Returns, Every Period

5Y

SPDRSPYM

+11.7%

5 years, per year

JEPIJ.P. Morgan

+7.7%

5 years, per year

SPYMJEPIFaded: behind in that period

4–0SPYM wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Core vs Income: SPYM vs JEPI

YTD

SPDRSPYM

+12.0%

JEPIJ.P. Morgan

+8.3%

+12.0%Year to date+8.3%

−8.9%Worst drop · 1Y−6.7%

13.7%Volatility · 1Y9.0%

1.0%Yield7.9%

$183BAssets$46.8B

3–1JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

SCHD2.93%$293

SPYM1.02%$102

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

SCHD$293 − $6 = $287

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: SPYM, JEPI, SCHD

Today

39.5%most shared, SPYM and JEPI

SPYMJEPISCHD

SPYM—39.5%8.5%

JEPI39.5%—8.5%

SCHD8.5%8.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.3%Year to date+34.2%

7.9%Yield2.9%

+10.1%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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SPYM, JEPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three