SCHA vs JEPI

ASCHA

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,510JEPI · SCHA $13,015

Lowest cost0.03%SCHA · $3 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common0.0%SCHA and JEPI

Schwab U.S. Small-Cap ETF · $22.2BJPMorgan Equity Premium Income ETF · $46.8B

+19.4%3 years · per year$17,009 · $13,724+11.1%

+5.4%5 years · per year$13,015 · $14,510+7.7%

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

1.12%12-mo yield$112 · $786 on $10k7.86%

End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
2	ASCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.12%	−1.6%	+16.6%	+18.7%	+19.4%	+5.4%	−11.2%	$22.2B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
2	ASCHA	Schwab U.S. Small-Cap ETFRead Desk		0.03%	1.12%	−1.6%	+16.6%	+18.7%	+19.4%	+5.4%	−11.2%	$22.2B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHA

Schwab U.S. Small-Cap

$13,015

JEPI

JPMorgan Equity Premium Income

$14,510

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