JEPI vs SCHD

AJEPI

BSCHD

Measures won3–3level · of 6 · 5Y

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

Lowest cost0.03%BND · $3 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common8.2%JEPI and SCHD

JEPI

SCHD

JPMorgan Equity Premium Income ETF · $46.8BSchwab U.S. Dividend Equity ETF · $120B

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

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

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

8.09%12-mo yield$809 · $300 on $10k3.00%

−6.7%Worst dropSmaller wins−6.9%

8.8%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPI · SCHD

1.6%EOG1.8%

1.1%PEP4.0%

0.8%COP3.9%

0.7%ACN3.9%

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

All Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
4	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M

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

All Four

5Y4 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
4	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M

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

JEPI vs SCHD

JEPI

JPMorgan Equity Premium Income

$14,118

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureJEPISCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield8.09%3.00%

5 years, per year+7.1%+10.2%

3 years, per year+10.7%+20.0%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y8.8%11.7%

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

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

Overlap: CSSD, JEPI, SCHD, BND

Today

8.2%most shared, JEPI and SCHD

CSSDJEPISCHDBND

CSSD—0.0%0.0%[…]

JEPI0.0%—8.2%[…]

SCHD0.0%8.2%—[…]

BND[…][…][…]—

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

CSSD$525 − $49 = $476

BND$412 − $3 = $409

SCHD$300 − $6 = $294

KeptFee

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