SCHD vs DFII5YSCHDSCHDAvsBDFIIDFIISchwab U.S. Dividend Equity ETF · $124BFT Vest Bitcoin Strategy & Target Income ETF · $17MReturns · dividends in+20.2%3 years · per year$17,374 · […][…]+10.4%5 years · per year$16,418 · […][…]Cost and income0.06%Expense ratio$6 · $85 on $10k · lower wins0.85%2.92%12-mo yield$292 · $2,217 on $10k22.17%
Overlap: SCHD, DFII, JEPIToday8.5%most shared, SCHD and JEPISCHDDFIIJEPISCHD—[…]8.5%DFII[…]—[…]JEPI8.5%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SCHD vs DFII5YASCHDSchwab U.S. Dividend Equity$16,418vsDFIIBFT Vest Bitcoin Strategy & Target Income[…]MeasureSCHDDFIIFee0.06%0.85%Cost on $10k a year$6$85Yield2.92%22.17%5 years, per year+10.4%[…]3 years, per year+20.2%[…]Worst drop · 1Y−6.9%−40.3%Volatility · 1Y11.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.1B3BDFIIFT Vest Bitcoin Strategy & Target Income ETFReadDesk0.85%22.17%−3.5%−23.2%−32.7%newnew−40.3%$17MEnd-of-day Nov 13, 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▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.1B3BDFIIFT Vest Bitcoin Strategy & Target Income ETFReadDesk0.85%22.17%−3.5%−23.2%−32.7%newnew−40.3%$17MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
Overlap: SCHD, DFII, JEPIToday8.5%most shared, SCHD and JEPISCHDDFIIJEPISCHD—[…]8.5%DFII[…]—[…]JEPI8.5%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$2,132most kept, DFIIDFII$2,217 − $85 = $2,132JEPI$787 − $35 = $752SCHD$292 − $6 = $286KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee