JCPB vs SCHD

AJCPB

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · JCPB $10,432

Lowest cost0.06%SCHD · $6 on $10k

Most income4.96%JCPB · $496 on $10k

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

Held in common[…]JCPB and SCHD

JCPB

SCHD

JPMorgan Core Plus Bond ETF · $17.4BSchwab U.S. Dividend Equity ETF · $123B

+6.7%3 years · per year$12,132 · $17,414+20.3%

+0.8%5 years · per year$10,432 · $16,375+10.4%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

4.96%12-mo yield$496 · $298 on $10k2.98%

−4.5%Worst dropSmaller wins−6.9%

4.0%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJCPB · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AJCPB	JPMorgan Core Plus Bond ETFRead Desk		0.40%	4.96%	+0.2%	+0.4%	+1.0%	+6.7%	+0.8%	−4.5%	$17.4B

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

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AJCPB	JPMorgan Core Plus Bond ETFRead Desk		0.40%	4.96%	+0.2%	+0.4%	+1.0%	+6.7%	+0.8%	−4.5%	$17.4B

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

Cards for this view

JCPB vs SCHD

JCPB

JPMorgan Core Plus Bond

$10,432

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureJCPBSCHD

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield4.96%2.98%

5 years, per year+0.8%+10.4%

3 years, per year+6.7%+20.3%

Worst drop · 1Y−4.5%−6.9%

Volatility · 1Y4.0%11.7%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JCPB, SCHD

Today

[…]holdings […]

JCPBSCHD

JCPB—[…]

SCHD[…]—

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

Income After Fees on $10,000

$456most kept, JCPB

JCPB$496 − $40 = $456

SCHD$298 − $6 = $292

KeptFee

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