Compare · 3 funds side by side · dividends reinvested

STCE, JEPQ and JEPI

STCESchwab×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,448JEPI · best of the three

02 / 04

STCE, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.9

Schwab Crypto Thematic ETFCrypto · Spot bitcoin0.30%2.47%−23.5%−46.8%+30.0%[…]−51.2%62.7%$146M2.4

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: STCE 2022 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Crypto Thematic ETF · $146M[…]

STCE

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

STCEMeasureJEPQ

−23.5%Year to dateJan 1 → Nov 9+6.6%

−46.8%1 yearTotal return+9.2%

+30.0%3 years · per year$10,000 became $21,989 · $16,495+18.2%

[…]5 years · per year[…]

0.30%Expense ratio$30 · $35 a year on $10k · lower is better0.35%

2.47%Trailing 12-mo yield$247 · $1,239 a year on $10k12.39%

−51.2%Worst dropSmaller is better−11.5%

62.7%VolatilityLower is calmer16.9%

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

2–5JEPQ wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

STCE vs JEPQ: Top 5 Holdings

Today

STCE

24.5%in top 5

JEPQ

in top 528.6%

STCEStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

5.2%BTDRnot top 5

5.2%BMNRnot top 5

5.0%MSTRnot top 5

4.6%XYZnot top 5

4.5%HIVEnot top 5

not top 5GOOG4.4%

not top 5AMZN4.3%

Held in common0.2%

End-of-day Nov 9, 2026 · share of each fund

STCE vs JEPQ Returns, Every Period

SchwabSTCE

−46.8%

past year

JEPQJ.P. Morgan

+9.2%

past year

STCEJEPQFaded: behind in that period

1–2JEPQ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Crypto vs Income: STCE vs JEPQ

YTD

SchwabSTCE

−23.5%

JEPQJ.P. Morgan

+6.6%

−23.5%Year to date+6.6%

−51.2%Worst drop · 1Y−11.5%

62.7%Volatility · 1Y16.9%

2.5%Yield12.4%

$146MAssets$40.7B

4–0JEPQ wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STCE, JEPQ, JEPI

Today

0.30%lowest, STCE

FundExpense ratioFee$10k

STCE0.30%$30

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: STCE, JEPQ, JEPI

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

JEPI7.93%$793

STCE2.47%$247

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

JEPI$793 − $35 = $758

STCE$247 − $30 = $217

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: STCE, JEPQ, JEPI

Today

27.5%most shared, JEPQ and JEPI

STCEJEPQJEPI

STCE—0.2%0.0%

JEPQ0.2%—27.5%

JEPI0.0%27.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.9%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% vol

STCEWorst drop−51.2%62.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQJEPI

+6.6%Year to date+7.5%

12.4%Yield7.9%

+9.2%Past year+10.9%

0.35%Fee0.35%

2–1JEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026