JEPQ vs SCHD

AJEPQ

BSCHD

Measures won1–3SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income12.17%JEPQ · $1,217 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 · $42.6BSchwab U.S. Dividend Equity ETF · $120B

+20.3%3 years · per year$17,406 · $17,414+20.3%

[…]5 years · per year[…] · $16,375+10.4%

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

12.17%12-mo yield$1,217 · $298 on $10k2.98%

−8.8%Worst dropSmaller wins−6.9%

15.5%VolatilityLower wins11.7%

1–3SCHD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · SCHD

0.9%TXN4.7%

0.7%PEP3.9%

0.6%QCOM3.9%

0.5%AMGN4.2%

Held in common3.8%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$37M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$37M

End-of-day Nov 5, 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

$16,375

MeasureJEPQSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield12.17%2.98%

5 years, per year[…]+10.4%

3 years, per year+20.3%+20.3%

Worst drop · 1Y−8.8%−6.9%

Volatility · 1Y15.5%11.7%

3–1measures won
SCHD first

3.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JEPQ, WCME, SCHD

Today

3.8%most shared, JEPQ and SCHD

JEPQWCMESCHD

JEPQ—0.1%3.8%

WCME0.1%—0.0%

SCHD3.8%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SCHD$298 − $6 = $292

WCME$40 − $95 = −$55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee