LABX vs SCHD · Compare Desk

ASCHD

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,881SCHD · JEPI $14,635

Lowest cost0.06%SCHD · $6 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common8.2%SCHD and JEPI

SCHD vs JEPI

SCHD

JEPI

Schwab U.S. Dividend Equity ETF · $123BJPMorgan Equity Premium Income ETF · $46.1B

+21.4%3 years · per year$17,908 · $14,269+12.6%

+11.0%5 years · per year$16,881 · $14,635+7.9%

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

2.91%12-mo yield$291 · $783 on $10k7.83%

−6.9%Worst dropSmaller wins−6.7%

11.5%VolatilityLower wins8.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsSCHD · JEPI

1.9%EOG1.7%

3.8%PEP1.0%

4.1%COP0.9%

3.7%ACN0.7%

Held in common8.2%

End-of-day Nov 4, 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	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs JEPI

SCHD

Schwab U.S. Dividend Equity

$16,881

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureSCHDJEPI

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield2.91%7.83%

5 years, per year+11.0%+7.9%

3 years, per year+21.4%+12.6%

Worst drop · 1Y−6.9%−6.7%

Volatility · 1Y11.5%8.1%

3–3measures won
level

8.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: SCHD, JEPI

Today

8.2%most shared, SCHD and JEPI

SCHDJEPI

SCHD—8.2%

JEPI8.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee