Compare · 3 funds side by side · dividends reinvested

VGMS, JEPI and SCHD

VGMSVanguard×JEPIJ.P. Morgan×SCHDSchwab×

02 / 04

−0.1%

Search ETFs and stocks

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 incomeJEPI · 7.87% · $787 a year on $10k

Story of the three · RiskSmallest drop

VGMS, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.8

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETFBonds & Cash · Other bonds0.30%5.58%+0.4%+1.3%[…][…]−2.7%3.4%$298M2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B2.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: VGMS 2025 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Malvern Funds - Vanguard Multi-Sector Income Bond ETF · $298M[…]

VGMS

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

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

VGMS

More Ways to See the Pairs

VGMS vs SCHD: Top 5 Holdings

Today

VGMS

0.1%in top 5

SCHD

in top 521.8%

VGMSStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: VGMS, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

VGMS0.30%$30

JEPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

SCHD

+0.4%Year to dateJan 1 → Nov 13+34.9%

+1.3%1 yearTotal return+37.5%

[…]3 years · per year$10,000 became […] · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.30%Expense ratio$30 · $6 a year on $10k · lower is better0.06%

5.58%Trailing 12-mo yield$558 · $292 a year on $10k2.92%

−2.7%Worst dropSmaller is better−6.9%

3.4%VolatilityLower is calmer11.7%

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

3–3Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.1%SVCnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

VGMS vs SCHD Returns, Every Period

1Y

VanguardVGMS

+1.3%

past year

SCHDSchwab

+37.5%

past year

VGMSSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Bonds vs Income: VGMS vs JEPI

YTD

VanguardVGMS

+0.4%

JEPIJ.P. Morgan

+8.2%

+0.4%Year to date+8.2%

−2.7%Worst drop · 1Y−6.7%

3.4%Volatility · 1Y9.0%

5.6%Yield7.9%

$298MAssets$47.1B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: VGMS, JEPI, SCHD

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

VGMS5.58%$558

SCHD2.92%$292

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

VGMS$558 − $30 = $528

SCHD$292 − $6 = $286

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: VGMS, JEPI, SCHD

Today

8.5%most shared, JEPI and SCHD

VGMSJEPISCHD

VGMS—0.0%0.0%

JEPI0.0%—8.5%

SCHD0.0%8.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

VGMSWorst drop−2.7%3.4% vol

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.2%Year to date+34.9%

7.9%Yield2.9%

+9.6%Past year+37.5%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

Loading…

VGMS, JEPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: VGMS, JEPI, SCHD