Compare · 3 funds side by side · dividends reinvested

UXAP, JEPQ and SCHD

UXAPFirst Trust×JEPQJ.P. Morgan×SCHDSchwab×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

UXAP, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.1

First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Uncapped Accelerator ETF - AprilUS Stock Styles · Large cap0.85%0.00%+11.3%+11.4%[…][…]−10.4%15.6%$13M2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: UXAP 2025 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Uncapped Accelerator ETF - April · $13M[…]

UXAP

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

$10,000 five years ago, dividends reinvested

UXAP

More Ways to See the Pairs

UXAP vs JEPQ: Top 5 Holdings

Today

UXAP

[…]in top 5

JEPQ

in top 527.6%

UXAPStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.9%

not top 5AMZN4.4%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: UXAP, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

UXAP0.85%$85

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

JEPQ

+11.3%Year to dateJan 1 → Nov 11+8.1%

+11.4%1 yearTotal return+9.0%

[…]3 years · per year$10,000 became […] · $16,525+18.2%

[…]5 years · per year[…]

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

0.00%Trailing 12-mo yield$0 · $1,220 a year on $10k12.20%

−10.4%Worst dropSmaller is better−11.5%

15.6%VolatilityLower is calmer16.9%

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

4–2UXAP wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

UXAP vs JEPQ Returns, Every Period

1Y

First TrustUXAP

+11.4%

past year

JEPQJ.P. Morgan

+9.0%

past year

UXAPJEPQFaded: behind in that period

2–0UXAP wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: UXAP vs JEPQ

YTD

First TrustUXAP

+11.3%

JEPQJ.P. Morgan

+8.1%

+11.3%Year to date+8.1%

−10.4%Worst drop · 1Y−11.5%

15.6%Volatility · 1Y16.9%

0.0%Yield12.2%

$12.9MAssets$42.0B

3–1UXAP wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: UXAP, JEPQ, SCHD

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

SCHD2.93%$293

UXAP0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

SCHD$293 − $6 = $287

UXAP$0 − $85 = −$85

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: UXAP, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

UXAPJEPQSCHD

UXAP—[…][…]

JEPQ[…]—3.8%

SCHD[…]3.8%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

UXAPWorst drop−10.4%15.6% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.1%Year to date+34.6%

12.2%Yield2.9%

+9.0%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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UXAP, JEPQ and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: UXAP, JEPQ, SCHD