Compare · 3 funds side by side · dividends reinvested

VOO, SCHD and JEPQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

VOO, SCHD and JEPQ, 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%$120B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: VOO 2010 · SCHD 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,156

VOO

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

VOOMeasureSCHD

+8.4%Year to dateJan 1 → Nov 5+32.3%

+9.8%1 yearTotal return+38.7%

+22.1%3 years · per year$10,000 became $18,224 · $17,414+20.3%

+11.4%5 years · per year$10,000 became $17,156 · $16,375+10.4%

0.03%Expense ratio$3 · $6 a year on $10k · lower is better0.06%

1.10%Trailing 12-mo yield$110 · $298 a year on $10k2.98%

−8.9%Worst dropSmaller is better−6.9%

13.5%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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

More Ways to See the Pairs

VOO vs SCHD: Top 5 Holdings

Today

VOO

28.3%in top 5

SCHD

in top 521.7%

VOOStockSCHD

8.4%NVDAnot top 5

7.4%AAPLnot top 5

5.8%MSFTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common7.6%

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

VOO vs SCHD Returns, Every Period

VanguardVOO

+11.4%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

VOOSCHDFaded: behind in that period

2–2Level

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

Core vs Income: VOO vs JEPQ

YTD

VanguardVOO

+8.4%

JEPQJ.P. Morgan

+8.5%

+8.4%Year to date+8.5%

−8.9%Worst drop · 1Y−8.8%

13.5%Volatility · 1Y15.5%

1.1%Yield12.2%

$1.00TAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: VOO, SCHD, JEPQ

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SCHD0.06%$6

JEPQ0.35%$35

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

Yields: VOO, SCHD, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SCHD2.98%$298

VOO1.10%$110

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SCHD$298 − $6 = $292

VOO$110 − $3 = $107

KeptFee

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

Overlap: VOO, SCHD, JEPQ

Today

51.3%most shared, VOO and JEPQ

VOOSCHDJEPQ

VOO—7.6%51.3%

SCHD7.6%—3.8%

JEPQ51.3%3.8%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

VOOWorst drop−8.9%13.5% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+32.3%

12.2%Yield3.0%

+9.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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