JPMB vs SCHD

AJPMB

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · JPMB $10,613

Lowest cost0.06%SCHD · $6 on $10k

Most income5.96%JPMB · $596 on $10k

Smallest drop−4.7%JPMB · worst fall in 1Y

Held in common[…]JPMB and SCHD

JPMB

SCHD

JPMorgan USD Emerging Markets Sovereign Bond ETF · $96MSchwab U.S. Dividend Equity ETF · $123B

+8.7%3 years · per year$12,842 · $17,414+20.3%

+1.2%5 years · per year$10,613 · $16,375+10.4%

0.39%Expense ratio$39 · $6 on $10k · lower wins0.06%

5.96%12-mo yield$596 · $298 on $10k2.98%

−4.7%Worst dropSmaller wins−6.9%

5.7%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJPMB · SCHD

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

Held in common[…]

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	AJPMB	JPMorgan USD Emerging Markets Sovereign Bond ETFRead Desk		0.39%	5.96%	−0.4%	+0.3%	+1.4%	+8.7%	+1.2%	−4.7%	$96M

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	AJPMB	JPMorgan USD Emerging Markets Sovereign Bond ETFRead Desk		0.39%	5.96%	−0.4%	+0.3%	+1.4%	+8.7%	+1.2%	−4.7%	$96M

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

JPMB vs SCHD

JPMB

JPMorgan USD Emerging Markets Sovereign Bond

$10,613

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureJPMBSCHD

Fee0.39%0.06%

Cost on $10k a year$39$6

Yield5.96%2.98%

5 years, per year+1.2%+10.4%

3 years, per year+8.7%+20.3%

Worst drop · 1Y−4.7%−6.9%

Volatility · 1Y5.7%11.7%

3–3measures won
level

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: JPMB, SCHD

Today

[…]holdings […]

JPMBSCHD

JPMB—[…]

SCHD[…]—

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

Income After Fees on $10,000

$557most kept, JPMB

JPMB$596 − $39 = $557

SCHD$298 − $6 = $292

KeptFee

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