SOFX vs SCHD5YSOFXSOFXAvsBSCHDSCHDDaily Target 2X Long SOFI ETF · $44MSchwab U.S. Dividend Equity ETF · $124BReturns · dividends in[…]3 years · per year[…] · $17,374+20.2%[…]5 years · per year[…] · $16,418+10.4%Cost and income1.33%Expense ratio$133 · $6 on $10k · lower wins0.06%58.04%12-mo yield$5,804 · $292 on $10k2.92%
Overlap: SOFX, SCHD, JEPIToday8.5%most shared, SCHD and JEPISOFXSCHDJEPISOFX—[…][…]SCHD[…]—8.5%JEPI[…]8.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
SOFX vs SCHD5YASOFXDaily Target 2X Long SOFI[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureSOFXSCHDFee1.33%0.06%Cost on $10k a year$133$6Yield58.04%2.92%5 years, per year[…]+10.4%3 years, per year[…]+20.2%Worst drop · 1Y−88.1%−6.9%Volatility · 1Y112.4%11.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab 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%$47.0B3ASOFXDaily Target 2X Long SOFI ETFReadDesk1.33%58.04%−2.4%−78.2%−86.7%newnew−88.1%$44MEnd-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▲▼1BSCHDSchwab 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%$47.0B3ASOFXDaily Target 2X Long SOFI ETFReadDesk1.33%58.04%−2.4%−78.2%−86.7%newnew−88.1%$44MEnd-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$116B2–0SCHD 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%$42.1BAssets$47.0B1–1levelEnd-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: SOFX, SCHD, JEPIToday8.5%most shared, SCHD and JEPISOFXSCHDJEPISOFX—[…][…]SCHD[…]—8.5%JEPI[…]8.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$5,671most kept, SOFXSOFX$5,804 − $133 = $5,671JEPI$787 − $35 = $752SCHD$292 − $6 = $286KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee