Compare · 3 funds side by side · dividends reinvested

TMFS, JEPQ and SCHD

TMFSMotley Fool×JEPQJ.P. Morgan×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

TMFS, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.9

Motley Fool Small-Cap Growth ETFUS Stock Styles · Small cap0.85%0.00%−0.9%+2.5%+10.1%−2.3%−15.7%19.3%$54M2.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: TMFS 2018 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Motley Fool Small-Cap Growth ETF · $54M$8,892

TMFS

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

TMFSMeasureJEPQ

−0.9%Year to dateJan 1 → Nov 6+3.2%

+2.5%1 yearTotal return+4.5%

+10.1%3 years · per year$10,000 became $13,354 · $16,202+17.4%

−2.3%5 years · per year$10,000 became $8,892 · […][…]

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $1,279 a year on $10k12.79%

−15.7%Worst dropSmaller is better−11.5%

19.3%VolatilityLower is calmer16.7%

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

0–7JEPQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TMFS vs JEPQ: Top 5 Holdings

Today

TMFS

25.6%in top 5

JEPQ

in top 528.9%

TMFSStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

6.4%QTWOnot top 5

not top 5MSFT6.1%

5.3%WINGnot top 5

4.8%HQYnot top 5

4.7%GXOnot top 5

4.5%HRInot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

TMFS vs JEPQ Returns, Every Period

Motley FoolTMFS

+2.5%

past year

JEPQJ.P. Morgan

+4.5%

past year

TMFSJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: TMFS vs JEPQ

YTD

Motley FoolTMFS

−0.9%

JEPQJ.P. Morgan

+3.2%

−0.9%Year to date+3.2%

−15.7%Worst drop · 1Y−11.5%

19.3%Volatility · 1Y16.7%

0.0%Yield12.8%

$53.9MAssets$42.6B

4–0JEPQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TMFS, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

TMFS0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: TMFS, JEPQ, SCHD

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SCHD3.00%$300

TMFS0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

TMFS$0 − $85 = −$85

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: TMFS, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

TMFSJEPQSCHD

TMFS—0.0%0.0%

JEPQ0.0%—3.8%

SCHD0.0%3.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.7% vol

TMFSWorst drop−15.7%19.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026