JFLI vs SCHD

AJFLI

BSCHD

Measures won3–1JFLI wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income8.52%JFLI · $852 on $10k

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

Held in common4.3%JFLI and SCHD

JFLI

SCHD

JPMorgan Flexible Income ETF · $48MSchwab U.S. Dividend Equity ETF · $120B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $16,267+10.2%

0.51%Expense ratio$51 · $6 on $10k · lower wins0.06%

8.52%12-mo yield$852 · $300 on $10k3.00%

−6.7%Worst dropSmaller wins−6.9%

10.4%VolatilityLower wins11.7%

3–1JFLI wins

$10,000 · 5 yearsOne scale

Shared top holdingsJFLI · SCHD

0.2%CVX4.0%

0.2%BMY3.1%

0.2%ACN3.9%

0.2%VZ3.6%

Held in common4.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AJFLI	JPMorgan Flexible Income ETFRead Desk		0.51%	8.52%	−0.3%	+5.3%	+7.6%	new	new	−6.7%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AJFLI	JPMorgan Flexible Income ETFRead Desk		0.51%	8.52%	−0.3%	+5.3%	+7.6%	new	new	−6.7%	$48M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JFLI vs SCHD

JFLI

JPMorgan Flexible Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureJFLISCHD

Fee0.51%0.06%

Cost on $10k a year$51$6

Yield8.52%3.00%

5 years, per year[…]+10.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y10.4%11.7%

3–1measures won
JFLI first

4.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JFLI, SCHD

Today

4.3%most shared, JFLI and SCHD

JFLISCHD

JFLI—4.3%

SCHD4.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$801most kept, JFLI

JFLI$852 − $51 = $801

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee