JPUS vs SCHD

AJPUS

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · JPUS $15,521

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

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

Held in common11.1%JPUS and SCHD

JPUS

SCHD

JPMorgan Diversified Return U.S. Equity ETF · $472MSchwab U.S. Dividend Equity ETF · $120B

+18.1%3 years · per year$16,465 · $17,414+20.3%

+9.2%5 years · per year$15,521 · $16,375+10.4%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

2.02%12-mo yield$202 · $298 on $10k2.98%

−6.9%Worst dropSmaller wins−6.9%

10.4%VolatilityLower wins11.7%

1–4SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsJPUS · SCHD

0.4%AMGN4.2%

0.4%KO4.2%

0.4%MO3.0%

0.4%CVX3.9%

Held in common11.1%

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%	$120.5B
2	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	2.02%	−2.4%	+15.2%	+19.0%	+18.1%	+9.2%	−6.9%	$472M

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%	$120.5B
2	AJPUS	JPMorgan Diversified Return U.S. Equity ETFRead Desk		0.18%	2.02%	−2.4%	+15.2%	+19.0%	+18.1%	+9.2%	−6.9%	$472M

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

JPUS vs SCHD

JPUS

JPMorgan Diversified Return U.S. Equity

$15,521

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureJPUSSCHD

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield2.02%2.98%

5 years, per year+9.2%+10.4%

3 years, per year+18.1%+20.3%

Worst drop · 1Y−6.9%−6.9%

Volatility · 1Y10.4%11.7%

4–1measures won
SCHD first

11.1%

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: JPUS, SCHD

Today

11.1%most shared, JPUS and SCHD

JPUSSCHD

JPUS—11.1%

SCHD11.1%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

JPUS$202 − $18 = $184

KeptFee

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