JEPI vs SCHD

AJEPI

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,454SCHD · VEA $15,497

Lowest cost0.03%VEA · $3 on $10k

Most income7.92%JEPI · $792 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 · $45.2BSchwab U.S. Dividend Equity ETF · $120B

+11.0%3 years · per year$13,684 · $17,118+19.6%

+7.6%5 years · per year$14,453 · $16,454+10.5%

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

7.92%12-mo yield$792 · $296 on $10k2.96%

−6.7%Worst dropSmaller wins−6.9%

9.0%VolatilityLower wins11.8%

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 9, 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%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.2%	+1.9%	+0.3%	new	new	−17.3%	$35M

End-of-day Nov 9, 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%	2.96%	+1.3%	+33.1%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.2%	+1.9%	+0.3%	new	new	−17.3%	$35M

End-of-day Nov 9, 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

$14,453

SCHD

Schwab U.S. Dividend Equity

$16,454

MeasureJEPISCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield7.92%2.96%

5 years, per year+7.6%+10.5%

3 years, per year+11.0%+19.6%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y9.0%11.8%

3–3measures won
level

8.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

Overlap: JEPI, WCME, VEA, SCHD

Today

8.2%most shared, JEPI and SCHD

JEPIWCMEVEASCHD

JEPI—0.0%0.0%8.2%

WCME0.0%—6.2%0.0%

VEA0.0%6.2%—0.0%

SCHD8.2%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

SCHD$296 − $6 = $290

VEA$244 − $3 = $241

WCME$38 − $95 = −$57

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee