SEPI vs JEPQ5YSEPISEPIAvsBJEPQJEPQShelton Equity Premium Income ETF · $190MJPMorgan Nasdaq Equity Premium Income ETF · $41.8BReturns · dividends in[…]3 years · per year[…] · $16,406+17.9%[…]5 years · per year[…]Cost and income0.54%Expense ratio$54 · $35 on $10k · lower wins0.35%8.28%12-mo yield$828 · $1,224 on $10k12.24%Risk · 1 year
$10,000 in SEPI, JEPQ, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: SEPI, JEPQ, SCHDToday34.7%most shared, SEPI and JEPQSEPIJEPQSCHDSEPI—34.7%8.1%JEPQ34.7%—3.8%SCHD8.1%3.8%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
SEPI vs JEPQ5YASEPIShelton Equity Premium Income[…]vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureSEPIJEPQFee0.54%0.35%Cost on $10k a year$54$35Yield8.28%12.24%5 years, per year[…][…]3 years, per year[…]+17.9%Worst drop · 1Y−7.7%−11.5%Volatility · 1Y12.7%
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%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2ASEPIShelton Equity Premium Income ETFReadDesk0.54%8.28%0.0%+14.4%+15.9%newnew−7.7%$190M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.24%−0.3%+7.8%+8.8%+17.9%new−11.5%$41.8BEnd-of-day Nov 12, 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%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$122.7B2ASEPIShelton Equity Premium Income ETFReadDesk0.54%8.28%0.0%+14.4%+15.9%newnew−7.7%$190M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.24%−0.3%+7.8%+8.8%+17.9%new−11.5%$41.8BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: SEPI, JEPQ, SCHDToday34.7%most shared, SEPI and JEPQSEPIJEPQSCHDSEPI—34.7%8.1%JEPQ34.7%—3.8%SCHD8.1%3.8%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,189most kept, JEPQJEPQ$1,224 − $35 = $1,189SEPI$828 − $54 = $774SCHD$293 − $6 = $287KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee