Compare · 3 funds side by side · dividends reinvested

STIP, JEPQ and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

STIP, JEPQ 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%$124B1.6

iShares 0-5 Year TIPS Bond ETFBonds & Cash · Treasuries0.03%4.64%+1.4%+1.5%+4.6%+2.8%−1.4%1.7%$16.8B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B2.3

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: STIP 2010 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares 0-5 Year TIPS Bond ETF · $16.8B$11,486

STIP

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,429

$10,000 five years ago, dividends reinvested

STIPMeasure

More Ways to See the Pairs

STIP vs SCHD: Top 5 Holdings

Today

STIP

[…]in top 5

SCHD

in top 521.7%

STIPStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: STIP, JEPQ, SCHD

Today

0.03%lowest, STIP

FundExpense ratioFee$10k

STIP0.03%$3

SCHD0.06%$6

JEPQ0.35%$35

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

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%

$124BAssets$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%

SCHD

+1.4%Year to dateJan 1 → Nov 12+34.2%

+1.5%1 yearTotal return+36.8%

+4.6%3 years · per year$10,000 became $11,449 · $17,257+19.9%

+2.8%5 years · per year$10,000 became $11,486 · $16,429+10.4%

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

4.64%Trailing 12-mo yield$464 · $293 a year on $10k2.93%

−1.4%Worst dropSmaller is better−6.9%

1.7%VolatilityLower is calmer11.7%

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

4–4Level

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

Held in common[…]

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

STIP vs SCHD Returns, Every Period

5Y

iSharesSTIP

+2.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

STIPSCHDFaded: behind in that period

0–4SCHD wins

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

Bonds vs Income: STIP vs JEPQ

YTD

iSharesSTIP

+1.4%

JEPQJ.P. Morgan

+7.8%

+1.4%Year to date+7.8%

−1.4%Worst drop · 1Y−11.5%

1.7%Volatility · 1Y16.9%

4.6%Yield12.2%

$16.8BAssets$42.6B

2–2level

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

Yields: STIP, JEPQ, SCHD

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

STIP4.64%$464

SCHD2.93%$293

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

STIP$464 − $3 = $461

SCHD$293 − $6 = $287

KeptFee

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

Overlap: STIP, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

STIPJEPQSCHD

STIP—[…][…]

JEPQ[…]—3.8%

SCHD[…]3.8%—

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

STIPWorst drop−1.4%1.7% vol

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+7.8%Year to date+34.2%

12.2%Yield2.9%

+8.8%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%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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STIP, JEPQ and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: STIP, JEPQ, SCHD