Compare · 4 funds side by side · dividends reinvested

VOO, QQQ, SCHD and JEPI

VOOVanguard×QQQInvesco×SCHDSchwab×JEPIJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$18,625QQQ · best of the four

02 / 04

VOO, QQQ, 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%$121B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.8

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.45%+11.9%+9.4%+26.4%+13.2%−11.7%20.3%$461B2.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: VOO 2010 · QQQ 1999 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Invesco QQQ Trust, Series 1 · $461B$18,625

QQQ

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 26.1% in common

QQQMeasureJEPI

+11.9%Year to dateJan 1 → Nov 3+7.0%

+9.4%1 yearTotal return+9.8%

+26.4%3 years · per year$10,000 became $20,184 · $14,201+12.4%

+13.2%5 years · per year$10,000 became $18,625 · $14,322+7.4%

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

0.45%Trailing 12-mo yield$45 · $796 a year on $10k7.96%

−11.7%Worst dropSmaller is better−6.7%

20.3%VolatilityLower is calmer7.9%

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

4–4Level

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

More Ways to See the Pairs

QQQ vs JEPI: Top 5 Holdings

Today

QQQ

31.0%in top 5

JEPI

in top 59.5%

QQQStockJEPI

8.1%AAPL1.9%

8.0%NVDAnot top 5

6.2%MSFT1.9%

4.4%AMZNnot top 5

4.3%MUnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common26.1%

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

QQQ vs JEPI Returns, Every Period

InvescoQQQ

+13.2%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

QQQJEPIFaded: behind in that period

3–1QQQ wins

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

Core vs Income: QQQ vs JEPI

YTD

InvescoQQQ

+11.9%

JEPIJ.P. Morgan

+7.0%

+11.9%Year to date+7.0%

−11.7%Worst drop · 1Y−6.7%

20.3%Volatility · 1Y7.9%

0.5%Yield8.0%

$461BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: VOO, QQQ, SCHD, JEPI

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

QQQ0.18%$18

JEPI0.35%$35

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

Yields: VOO, QQQ, SCHD, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

SCHD2.97%$297

VOO1.07%$107

QQQ0.45%$45

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

VOO$107 − $3 = $104

QQQ$45 − $18 = $27

KeptFee

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

Overlap: VOO, QQQ, SCHD, JEPI

Today

55.2%most shared, VOO and QQQ

VOOQQQSCHDJEPI

VOO—55.2%7.6%37.4%

QQQ55.2%—5.4%26.1%

SCHD7.6%5.4%—8.2%

JEPI37.4%26.1%8.2%—

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

Return vs Bumpiness: 4 ETFs

+37.6%SCHD, at 11.4% volatility

JEPIWorst drop−6.7%7.9% vol

SCHDWorst drop−6.9%11.4% vol

VOOWorst drop−8.9%12.7% vol

QQQWorst drop−11.7%20.3% vol

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 Four

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