JEPI vs SCHD5YJEPIJEPIAvsBSCHDSCHDJPMorgan Equity Premium Income ETF · $45.2BSchwab U.S. Dividend Equity ETF · $122BReturns · dividends in+10.9%3 years · per year$13,634 · $17,062+19.5%+7.6%5 years · per year$14,429 · $16,428+10.4%Cost and income0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%7.92%
Overlap: JEPI, SCHD, CGDVToday27.3%most shared, JEPI and CGDVJEPISCHDCGDVJEPI—8.3%27.3%SCHD8.3%—5.7%CGDV27.3%5.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
JEPI vs SCHD5YAJEPIJPMorgan Equity Premium Income$14,429vsSCHDBSchwab U.S. Dividend Equity$16,428$10k$13k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B2AJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.92%+0.1%+7.6%+10.6%+10.9%+7.6%−6.7%$45.2B3CGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.1%+12.1%+15.4%+23.3%new−9.7%$37.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$121.7B2AJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.92%+0.1%+7.6%+10.6%+10.9%+7.6%−6.7%$45.2B3CGDVCapital Group Dividend Value ETFReadDesk0.33%1.24%−0.1%+12.1%+15.4%+23.3%new−9.7%$37.8BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: JEPI, SCHD, CGDVToday27.3%most shared, JEPI and CGDVJEPISCHDCGDVJEPI—8.3%27.3%SCHD8.3%—5.7%CGDV27.3%5.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$757most kept, JEPIJEPI$792 − $35 = $757SCHD$294 − $6 = $288CGDV$124 − $33 = $91KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee