Compare · 4 funds side by side · dividends reinvested

SQLV, JEPI, VO and SCHD

SQLVFranklin Templeton×JEPIJ.P. Morgan×VOVanguard×SCHDSchwab×

02 / 04

−0.1%

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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 incomeJEPI · 7.87% · $787 a year on $10k

Story of the four · RiskSmallest drop

SQLV, JEPI, VO and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B2.5

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+14.0%+13.7%+18.5%+6.6%−8.2%13.2%$103B2.8

Royce Quant Small-Cap Quality Value ETFUS Stock Styles · Small cap0.60%1.03%+22.6%+25.9%+15.8%+6.2%−7.7%16.6%$39M3.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: SQLV 2017 · JEPI 2020 · VO 2004 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,748

VO

More Ways to See the Pairs

VO vs SCHD: Top 5 Holdings

Today

VO

5.3%in top 5

SCHD

in top 521.8%

VOStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: SQLV, JEPI, VO, SCHD

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

SCHD0.06%$6

JEPI0.35%$35

SQLV0.60%$60

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested · they hold 6.9% in common

VOMeasureSCHD

+14.0%Year to dateJan 1 → Nov 13+34.9%

+13.7%1 yearTotal return+37.5%

+18.5%3 years · per year$10,000 became $16,641 · $17,374+20.2%

+6.6%5 years · per year$10,000 became $13,748 · $16,418+10.4%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.35%Trailing 12-mo yield$135 · $292 a year on $10k2.92%

−8.2%Worst dropSmaller is better−6.9%

13.2%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.1%NETnot top 5

1.1%VLOnot top 5

1.1%MPCnot top 5

1.0%PSXnot top 5

1.0%PWRnot top 5

Held in common6.9%

End-of-day Nov 13, 2026 · share of each fund

VO vs SCHD Returns, Every Period

5Y

VanguardVO

+6.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

VOSCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: VO vs JEPI

YTD

VanguardVO

+14.0%

JEPIJ.P. Morgan

+8.2%

+14.0%Year to date+8.2%

−8.2%Worst drop · 1Y−6.7%

13.2%Volatility · 1Y9.0%

1.3%Yield7.9%

$103BAssets$47.3B

3–1JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: SQLV, JEPI, VO, SCHD

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

SCHD2.92%$292

VO1.35%$135

SQLV1.03%$103

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

SCHD$292 − $6 = $286

VO$135 − $3 = $132

SQLV$103 − $60 = $43

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SQLV, JEPI, VO, SCHD

Today

11.1%most shared, JEPI and VO

SQLVJEPIVOSCHD

SQLV—0.0%0.0%0.5%

JEPI0.0%—11.1%8.5%

VO0.0%11.1%—6.9%

SCHD0.5%8.5%6.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

VOWorst drop−8.2%13.2% vol

SQLVWorst drop−7.7%16.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.2%Year to date+34.9%

7.9%Yield2.9%

+9.6%Past year+37.5%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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SQLV, JEPI, VO and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four