JEPQ vs SCHD

AJEPQ

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common3.8%JEPQ and SCHD

JEPQ

SCHD

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BSchwab U.S. Dividend Equity ETF · $122B

+18.2%3 years · per year$16,495 · $17,123+19.6%

[…]5 years · per year[…] · $16,459+10.5%

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

12.39%12-mo yield$1,239 · $296 on $10k2.96%

−11.5%Worst dropSmaller wins−6.9%

16.9%VolatilityLower wins11.8%

1–4SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · SCHD

0.9%TXN4.3%

0.8%PEP4.0%

0.6%QCOM3.9%

0.5%AMGN4.1%

Held in common3.8%

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 Three

5Y3 funds

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
3	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

End-of-day Nov 9, 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%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
3	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	+2.3%	+12.1%	+16.1%	+23.7%	new	−9.7%	$37.8B

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

JEPQ vs SCHD

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureJEPQSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield12.39%2.96%

5 years, per year[…]+10.5%

3 years, per year+18.2%+19.6%

Worst drop · 1Y−11.5%−6.9%

Volatility · 1Y16.9%11.8%

4–1measures won
SCHD first

3.8%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: JEPQ, SCHD, CGDV

Today

29.0%most shared, JEPQ and CGDV

JEPQSCHDCGDV

JEPQ—3.8%29.0%

SCHD3.8%—5.8%

CGDV29.0%5.8%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

CGDV$124 − $33 = $91

KeptFee

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