AIOO vs SCHD · Compare Desk

ASCHD

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · JEPI $14,118

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common8.2%SCHD and JEPI

SCHD vs JEPI

SCHD

JEPI

Schwab U.S. Dividend Equity ETF · $120BJPMorgan Equity Premium Income ETF · $46.8B

+20.0%3 years · per year$17,266 · $13,562+10.7%

+10.2%5 years · per year$16,267 · $14,118+7.1%

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

3.00%12-mo yield$300 · $809 on $10k8.09%

−6.9%Worst dropSmaller wins−6.7%

11.7%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · JEPI

1.8%EOG1.6%

4.0%PEP1.1%

3.9%COP0.8%

3.9%ACN0.7%

Held in common8.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs JEPI

SCHD

Schwab U.S. Dividend Equity

$16,267

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureSCHDJEPI

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield3.00%8.09%

5 years, per year+10.2%+7.1%

3 years, per year+20.0%+10.7%

Worst drop · 1Y−6.9%−6.7%

Volatility · 1Y11.7%8.8%

3–3measures won
level

8.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: SCHD, JEPI

Today

8.2%most shared, SCHD and JEPI

SCHDJEPI

SCHD—8.2%

JEPI8.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee