LCAP vs JEPI5YLCAPLCAPAvsBJEPIJEPIPrincipal Capital Appreciation Select ETF · $1.8BJPMorgan Equity Premium Income ETF · $46.6BReturns · dividends in[…]3 years · per year[…] · $13,729+11.1%[…]5 years · per year[…] · $14,545+7.8%Cost and income0.29%Expense ratio$29 · $35 on $10k · lower wins0.35%0.09%12-mo yield$9 · $784 on $10k7.84%
Overlap: LCAP, JEPI, SCHDToday30.2%most shared, LCAP and JEPILCAPJEPISCHDLCAP—30.2%4.3%JEPI30.2%—8.5%SCHD4.3%8.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
LCAP vs JEPI5YALCAPPrincipal Capital Appreciation Select[…]vsJEPIBJPMorgan Equity Premium Income$14,545MeasureLCAPJEPIFee0.29%0.35%Cost on $10k a year$29$35Yield0.09%7.84%5 years, per year[…]+7.8%3 years, per year[…]+11.1%Worst drop · 1Y−9.3%−6.7%Volatility · 1Y14.2%9.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.84%+1.0%+8.6%+11.2%+11.1%+7.8%−6.7%$46.6B3ALCAPPrincipal Capital Appreciation Select ETFReadDesk0.29%0.09%+1.2%+13.2%+11.9%newnew−9.3%$1.8BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.84%+1.0%+8.6%+11.2%+11.1%+7.8%−6.7%$46.6B3ALCAPPrincipal Capital Appreciation Select ETFReadDesk0.29%0.09%+1.2%+13.2%+11.9%newnew−9.3%$1.8BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: LCAP, JEPI, SCHDToday30.2%most shared, LCAP and JEPILCAPJEPISCHDLCAP—30.2%4.3%JEPI30.2%—8.5%SCHD4.3%8.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$749most kept, JEPIJEPI$784 − $35 = $749SCHD$293 − $6 = $287LCAP$9 − $29 = −$20KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee