JEPQ vs SCHD5YJEPQJEPQAvsBSCHDSCHDJPMorgan Nasdaq Equity Premium Income ETF · $41.8BSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+18.2%3 years · per year$16,525 · $17,234+19.9%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%12.20%12-mo yield$1,220 · $293 on $10k
$10,000 in JEPQ, SCHD, DRAM5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: JEPQ, SCHD, DRAMToday3.8%most shared, JEPQ and SCHDJEPQSCHDDRAMJEPQ—3.8%3.7%SCHD3.8%—0.0%DRAM3.7%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
JEPQ vs SCHD5YAJEPQJPMorgan Nasdaq Equity Premium Income[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureJEPQSCHDFee0.35%0.06%Cost on $10k a year$35$6Yield12.20%2.93%5 years, per year[…]+10.4%3 years, per year+18.2%+19.9%Worst drop · 1Y−11.5%−6.9%Volatility · 1Y16.9%
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%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2AJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.20%+2.0%+8.1%+9.0%+18.2%new−11.5%$41.8B3DRAMRoundhill Memory ETFReadDesk0.65%0.00%+10.4%newnewnewnew[…]$16.6BEnd-of-day Nov 12, 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%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2AJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.20%+2.0%+8.1%+9.0%+18.2%new−11.5%$41.8B3DRAMRoundhill Memory ETFReadDesk0.65%0.00%+10.4%newnewnewnew[…]$16.6BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 12+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 12+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: JEPQ, SCHD, DRAMToday3.8%most shared, JEPQ and SCHDJEPQSCHDDRAMJEPQ—3.8%3.7%SCHD3.8%—0.0%DRAM3.7%0.0%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,185most kept, JEPQJEPQ$1,220 − $35 = $1,185SCHD$293 − $6 = $287DRAM$0 − $65 = −$65KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee