JEPI vs SCHD

AJEPI

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · JEPI $14,635

Lowest cost0.06%SCHD · $6 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common8.2%JEPI and SCHD

JEPI

SCHD

JPMorgan Equity Premium Income ETF · $46.1BSchwab U.S. Dividend Equity ETF · $123B

+12.6%3 years · per year$14,269 · $17,908+21.4%

+7.9%5 years · per year$14,635 · $16,881+11.0%

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

7.83%12-mo yield$783 · $291 on $10k2.91%

−6.7%Worst dropSmaller wins−6.9%

8.1%VolatilityLower wins11.5%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPI · SCHD

1.7%EOG1.9%

1.0%PEP3.8%

0.9%COP4.1%

0.7%ACN3.7%

Held in common8.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
3	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+1.7%	+20.9%	+24.1%	+20.4%	new	−7.3%	$14M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
3	WCEO	Hypatia Women CEO ETFRead Desk	0.85%	0.53%	+1.7%	+20.9%	+24.1%	+20.4%	new	−7.3%	$14M

End-of-day Nov 4, 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

$14,635

SCHD

Schwab U.S. Dividend Equity

$16,881

MeasureJEPISCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield7.83%2.91%

5 years, per year+7.9%+11.0%

3 years, per year+12.6%+21.4%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y8.1%11.5%

3–3measures won
level

8.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: JEPI, WCEO, SCHD

Today

8.2%most shared, JEPI and SCHD

JEPIWCEOSCHD

JEPI—6.8%8.2%

WCEO6.8%—2.7%

SCHD8.2%2.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SCHD$291 − $6 = $285

WCEO$53 − $85 = −$32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee