Compare · 3 funds side by side · dividends reinvested

XLP, JEPQ and SCHD

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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 incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

XLP, JEPQ 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%$124B1.1

State Street Consumer Staples Select Sector SPDR ETFSectors · Consumer0.08%2.38%+21.2%+22.7%+13.4%+7.6%−9.7%15.7%$14.9B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.1B2.6

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: XLP 1998 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Consumer Staples Select Sector SPDR ETF · $14.9B$14,439

XLP

SCHD

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

$10,000 five years ago, dividends reinvested · they hold 20.1% in common

XLP

More Ways to See the Pairs

XLP vs SCHD: Top 5 Holdings

Today

XLP

42.1%in top 5

SCHD

in top 521.8%

XLPStockSCHD

11.2%WMTnot top 5

9.6%COSTnot top 5

7.8%PG4.4%

7.5%KO4.3%

6.1%PM

Cost, Income and Risk

Fees: XLP, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLP0.08%$8

JEPQ0.35%$35

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

Yields: XLP, JEPQ, SCHD

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$116B

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

+21.2%Year to dateJan 1 → Nov 13+34.9%

+22.7%1 yearTotal return+37.5%

+13.4%3 years · per year$10,000 became $14,566 · $17,374+20.2%

+7.6%5 years · per year$10,000 became $14,439 · $16,418+10.4%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

2.38%Trailing 12-mo yield$238 · $292 a year on $10k2.92%

−9.7%Worst dropSmaller is better−6.9%

15.7%VolatilityLower is calmer11.7%

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

0–8SCHD wins

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

not top 5

not top 5TXN4.8%

not top 5HD4.2%

not top 5AMGN4.1%

Held in common20.1%

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

XLP vs SCHD Returns, Every Period

5Y

SPDRXLP

+7.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

XLPSCHDFaded: behind in that period

0–4SCHD wins

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

Sector vs Income: XLP vs JEPQ

YTD

SPDRXLP

+21.2%

JEPQJ.P. Morgan

+6.7%

+21.2%Year to date+6.7%

−9.7%Worst drop · 1Y−11.5%

15.7%Volatility · 1Y17.0%

2.4%Yield12.4%

$14.9BAssets$42.1B

3–1XLP wins

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

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

SCHD2.92%$292

XLP2.38%$238

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

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

SCHD$292 − $6 = $286

XLP$238 − $8 = $230

KeptFee

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

Overlap: XLP, JEPQ, SCHD

Today

20.1%most shared, XLP and SCHD

XLPJEPQSCHD

XLP—5.4%20.1%

JEPQ5.4%—3.8%

SCHD20.1%3.8%—

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

SCHDWorst drop−6.9%11.7% vol

XLPWorst drop−9.7%15.7% vol

JEPQWorst drop−11.5%17.0% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+6.7%Year to date+34.9%

12.4%Yield2.9%

+7.6%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%

$42.1BAssets$47.0B

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

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XLP, JEPQ and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three