Compare · 4 funds side by side · dividends reinvested

USOY, SDEM, JEPI and SCHD

USOYDefiance×SDEMGlobal X×JEPIJ.P. Morgan×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

USOY, SDEM, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B2.4

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%54.64%+60.8%+59.4%[…][…]−25.5%39.0%$73M2.5

Global X - MSCI SuperDividend Emerging Markets ETFIncome · Dividend stocks0.66%5.25%+11.2%+15.4%+19.8%+6.0%−9.0%15.4%$43M2.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: USOY 2024 · SDEM 2015 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Oil Enhanced Options Income ETF · $73M[…]

USOY

SDEM

Global X - MSCI SuperDividend Emerging Markets ETF · $43M$13,358

$10,000 five years ago, dividends reinvested

USOYMeasureSDEM

+60.8%Year to dateJan 1 → Nov 5+11.2%

+59.4%1 yearTotal return+15.4%

[…]3 years · per year$10,000 became […] · $17,209+19.8%

[…]5 years · per year$10,000 became […] · $13,358+6.0%

1.12%Expense ratio$112 · $66 a year on $10k · lower is better0.66%

54.64%Trailing 12-mo yield$5,464 · $525 a year on $10k5.25%

−25.5%Worst dropSmaller is better−9.0%

39.0%VolatilityLower is calmer15.4%

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

3–3Level

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

More Ways to See the Pairs

USOY vs SDEM: Top 5 Holdings

Today

USOY

[…]in top 5

SDEM

in top 511.6%

USOYStockSDEM

not top 50902.HK2.5%

not top 5601216.S2.4%

not top 5FUNO11.M2.2%

not top 5VIVT3.SA2.2%

not top 5ITSA4.SA2.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

USOY vs SDEM Returns, Every Period

DefianceUSOY

+59.4%

past year

SDEMGlobal X

+15.4%

past year

USOYSDEMFaded: behind in that period

2–0USOY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

USOY vs JEPI

YTD

DefianceUSOY

+60.8%

JEPIJ.P. Morgan

+5.2%

+60.8%Year to date+5.2%

−25.5%Worst drop · 1Y−6.7%

39.0%Volatility · 1Y8.8%

54.6%Yield8.1%

$72.6MAssets$46.8B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: USOY, SDEM, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

SDEM0.66%$66

USOY1.12%$112

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: USOY, SDEM, JEPI, SCHD

54.64%highest, USOY

FundTrailing yieldYield$10k

USOY54.64%$5,464

JEPI8.09%$809

SDEM5.25%$525

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$5,352most kept, USOY

USOY$5,464 − $112 = $5,352

JEPI$809 − $35 = $774

SDEM$525 − $66 = $459

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: USOY, SDEM, JEPI, SCHD

Today

8.1%most shared, JEPI and SCHD

USOYSDEMJEPISCHD

USOY—[…][…][…]

SDEM[…]—0.0%0.0%

JEPI[…]0.0%—8.1%

SCHD[…]0.0%8.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+59.4%USOY, at 39.0% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

SDEMWorst drop−9.0%15.4% vol

USOYWorst drop−25.5%39.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

USOYSCHD

+60.8%Year to date+32.3%

54.6%Yield3.0%

+59.4%Past year+38.7%

1.12%Fee0.06%

3–1USOY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026