Compare · 3 funds side by side · dividends reinvested

WTIP, SCHD and JEPI

WTIPWisdomTree×SCHDSchwab×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

WTIP, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.0

WisdomTree Inflation Plus FundUnsorted0.65%9.48%+7.8%+13.8%[…][…]−16.5%17.4%$27M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: WTIP 2025 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Inflation Plus Fund · $27M[…]

WTIP

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

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

WTIPMeasureSCHD

+7.8%Year to dateJan 1 → Nov 9+33.2%

+13.8%1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

9.48%Trailing 12-mo yield$948 · $296 a year on $10k2.96%

−16.5%Worst dropSmaller is better−6.9%

17.4%VolatilityLower is calmer11.8%

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

1–5SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WTIP vs SCHD: Top 5 Holdings

Today

WTIP

18.2%in top 5

SCHD

in top 521.4%

WTIPStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.7%CLF7not top 5

3.6%91282CPHnot top 5

3.6%LXZ6not top 5

3.6%91282CQPnot top 5

3.6%LPZ26not top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

WTIP vs SCHD Returns, Every Period

WisdomTreeWTIP

+13.8%

past year

SCHDSchwab

+39.1%

past year

WTIPSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: WTIP vs JEPI

YTD

WisdomTreeWTIP

+7.8%

JEPIJ.P. Morgan

+7.5%

+7.8%Year to date+7.5%

−16.5%Worst drop · 1Y−6.7%

17.4%Volatility · 1Y9.0%

9.5%Yield7.9%

$26.9MAssets$45.2B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: WTIP, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

WTIP0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: WTIP, SCHD, JEPI

9.48%highest, WTIP

FundTrailing yieldYield$10k

WTIP9.48%$948

JEPI7.93%$793

SCHD2.96%$296

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$883most kept, WTIP

WTIP$948 − $65 = $883

JEPI$793 − $35 = $758

SCHD$296 − $6 = $290

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: WTIP, SCHD, JEPI

Today

8.4%most shared, SCHD and JEPI

WTIPSCHDJEPI

WTIP—0.0%0.0%

SCHD0.0%—8.4%

JEPI0.0%8.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

WTIPWorst drop−16.5%17.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

WTIPSCHD

+7.8%Year to date+33.2%

9.5%Yield3.0%

+13.8%Past year+39.1%

0.65%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026