Compare · 4 funds side by side · dividends reinvested

SQLT, JEPQ, VO and SCHD

SQLTiShares×JEPQJ.P. Morgan×VOVanguard×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the four · RiskSmallest drop

SQLT, JEPQ, VO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.3

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.33%+15.0%+15.0%+18.8%+6.9%−8.2%13.1%$103B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B2.9

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETFUS Stock Styles · Small cap0.20%0.48%[…][…][…][…][…][…]$7M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: SQLT 2026 · JEPQ 2022 · VO 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $123B$16,418

SCHD

More Ways to See the Pairs

SCHD vs SQLT: Top 5 Holdings

Today

SCHD

21.7%in top 5

SQLT

in top 55.0%

SCHDStockSQLT

4.6%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Cost, Income and Risk

Fees: SQLT, JEPQ, VO, SCHD

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SCHD0.06%$6

SQLT0.20%$20

JEPQ0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

SQLT

iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF · $7M[…]

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

SCHDMeasureSQLT

+34.6%Year to dateJan 1 → Nov 11[…]

+39.3%1 yearTotal return[…]

+19.9%3 years · per year$10,000 became $17,234 · […][…]

+10.4%5 years · per year$10,000 became $16,418 · […][…]

0.06%Expense ratio$6 · $20 a year on $10k · lower is better0.20%

2.93%Trailing 12-mo yield$293 · $48 a year on $10k0.48%

−6.9%Worst dropSmaller is better[…]

11.8%VolatilityLower is calmer[…]

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

2–0SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MANH1.1%

not top 5NFG1.1%

not top 5RGLD1.0%

not top 5EXEL0.9%

not top 5MEDP0.9%

Held in common2.7%

End-of-day Nov 11, 2026 · share of each fund

SCHD vs SQLT Returns, Every Period

1Y

SchwabSCHD

+39.3%

past year

SQLTiShares

[…]

past year

Returns […]

SCHDSQLTFaded: behind in that period

0–0Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SCHD vs JEPQ

YTD

SchwabSCHD

+34.6%

JEPQJ.P. Morgan

+8.1%

+34.6%Year to date+8.1%

−6.9%Worst drop · 1Y−11.5%

11.8%Volatility · 1Y16.9%

2.9%Yield12.2%

$123BAssets$41.8B

3–1SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: SQLT, JEPQ, VO, SCHD

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

SCHD2.93%$293

VO1.33%$133

SQLT0.48%$48

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

SCHD$293 − $6 = $287

VO$133 − $3 = $130

SQLT$48 − $20 = $28

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SQLT, JEPQ, VO, SCHD

Today

6.9%most shared, VO and SCHD

SQLTJEPQVOSCHD

SQLT—0.0%0.0%2.7%

JEPQ0.0%—4.4%3.8%

VO0.0%4.4%—6.9%

SCHD2.7%3.8%6.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

VOWorst drop−8.2%13.1% vol

JEPQWorst drop−11.5%16.9% vol

SQLTWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.1%Year to date+34.6%

12.2%Yield2.9%

+9.0%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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SQLT, JEPQ, VO and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four