Compare · 3 funds side by side · dividends reinvested

VDIG, SCHD and JEPI

VDIGVanguard×SCHDSchwab×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,352SCHD · best of the three

02 / 04

VDIG, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.97%+32.8%+37.6%+21.2%+10.3%−6.9%11.4%$121B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.8

Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active ETFIncome · Dividend stocks0.40%0.12%+7.2%[…][…][…][…][…]$32M2.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: VDIG 2025 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active ETF · $32M[…]

VDIG

SCHD

Schwab U.S. Dividend Equity ETF · $121B$16,352

$10,000 five years ago, dividends reinvested · they hold 18.5% in common

VDIGMeasureSCHD

+7.2%Year to dateJan 1 → Nov 3+32.8%

[…]1 yearTotal return+37.6%

[…]3 years · per year$10,000 became […] · $17,784+21.2%

[…]5 years · per year$10,000 became […] · $16,352+10.3%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

0.12%Trailing 12-mo yield$12 · $297 a year on $10k2.97%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.4%

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

0–3SCHD wins

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

More Ways to See the Pairs

VDIG vs SCHD: Top 5 Holdings

Today

VDIG

27.4%in top 5

SCHD

in top 521.4%

VDIGStockSCHD

6.7%MAnot top 5

6.5%MSFTnot top 5

5.4%AVGOnot top 5

4.7%LLYnot top 5

not top 5TXN4.6%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5HD4.2%

4.1%JPMnot top 5

Held in common18.5%

End-of-day Nov 3, 2026 · share of each fund

VDIG vs SCHD Returns, Every Period

VanguardVDIG

[…]

past year

SCHDSchwab

+37.6%

past year

VDIGSCHDFaded: behind in that period

0–1SCHD wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

VDIG vs JEPI

YTD

VanguardVDIG

+7.2%

JEPIJ.P. Morgan

+7.0%

+7.2%Year to date+7.0%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y7.9%

0.1%Yield8.0%

$31.6MAssets$46.0B

1–1level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VDIG, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

VDIG0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: VDIG, SCHD, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

SCHD2.97%$297

VDIG0.12%$12

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

SCHD$297 − $6 = $291

VDIG$12 − $40 = −$28

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: VDIG, SCHD, JEPI

Today

18.5%most shared, VDIG and SCHD

VDIGSCHDJEPI

VDIG—18.5%16.5%

SCHD18.5%—8.2%

JEPI16.5%8.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+37.6%SCHD, at 11.4% volatility

JEPIWorst drop−6.7%7.9% vol

SCHDWorst drop−6.9%11.4% vol

VDIGWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+7.0%Year to date+32.8%

8.0%Yield3.0%

+9.8%Past year+37.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026