JPEM vs SCHD

AJPEM

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · JPEM $13,534

Lowest cost0.06%SCHD · $6 on $10k

Most income4.66%JPEM · $466 on $10k

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

Held in common0.0%JPEM and SCHD

JPEM

SCHD

JPMorgan Diversified Return Emerging Markets Equity ETF · $363MSchwab U.S. Dividend Equity ETF · $123B

+14.0%3 years · per year$14,814 · $17,414+20.3%

+6.2%5 years · per year$13,534 · $16,375+10.4%

0.44%Expense ratio$44 · $6 on $10k · lower wins0.06%

4.66%12-mo yield$466 · $298 on $10k2.98%

−10.3%Worst dropSmaller wins−6.9%

14.3%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsJPEM · SCHD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
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%	$122.9B
2	AJPEM	JPMorgan Diversified Return Emerging Markets Equity ETFRead Desk		0.44%	4.66%	−1.4%	+4.6%	+8.3%	+14.0%	+6.2%	−10.3%	$363M

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AJPEM	JPMorgan Diversified Return Emerging Markets Equity ETFRead Desk		0.44%	4.66%	−1.4%	+4.6%	+8.3%	+14.0%	+6.2%	−10.3%	$363M

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

JPEM vs SCHD

JPEM

JPMorgan Diversified Return Emerging Markets Equity

$13,534

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureJPEMSCHD

Fee0.44%0.06%

Cost on $10k a year$44$6

Yield4.66%2.98%

5 years, per year+6.2%+10.4%

3 years, per year+14.0%+20.3%

Worst drop · 1Y−10.3%−6.9%

Volatility · 1Y14.3%11.7%

5–1measures won
SCHD first

0.0%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JPEM, SCHD

Today

0.0%most shared, JPEM and SCHD

JPEMSCHD

JPEM—0.0%

SCHD0.0%—

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

Income After Fees on $10,000

$422most kept, JPEM

JPEM$466 − $44 = $422

SCHD$298 − $6 = $292

KeptFee

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