SCHD vs JEPQ

ASCHD

BJEPQ

Measures won4–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income12.37%JEPQ · $1,237 on $10k

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

Held in common3.8%SCHD and JEPQ

SCHD

JEPQ

Schwab U.S. Dividend Equity ETF · $124BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+20.2%3 years · per year$17,374 · $16,188+17.4%

+10.4%5 years · per year$16,418 · […][…]

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

2.92%12-mo yield$292 · $1,237 on $10k12.37%

−6.9%

End-of-day Nov 13, 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%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.1B

End-of-day Nov 13, 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%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.1B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs JEPQ

SCHD

Schwab U.S. Dividend Equity

$16,418

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSCHDJEPQ

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield2.92%12.37%

5 years, per year+10.4%[…]

3 years, per year+20.2%+17.4%

Worst drop · 1Y−6.9%−11.5%

Volatility · 1Y11.7%

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SCHD vs JEPQ

Both

Both

$10,000 in SCHD, JEPQ

Overlap: SCHD, JEPQ

SCHD vs JEPQ

SCHD vs VIG

JEPQ vs JEPI

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Overlap: SCHD, JEPQ

Income After Fees on $10,000