UDI vs JEPI5YUDIUDIAvsBJEPIJEPIUSCF Dividend Income ETF · $3MJPMorgan Equity Premium Income ETF · $47.0BReturns · dividends in+20.7%3 years · per year$17,563 · $13,696+11.1%[…]5 years · per year[…] · $14,519+7.7%Cost and income0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%2.57%12-mo yield$257 · $787 on $10k7.87%
Overlap: UDI, JEPI, SCHDToday12.6%most shared, UDI and SCHDUDIJEPISCHDUDI—8.5%12.6%JEPI8.5%—8.5%SCHD12.6%8.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
UDI vs JEPI5YAUDIUSCF Dividend Income[…]vsJEPIBJPMorgan Equity Premium Income$14,519MeasureUDIJEPIFee0.65%0.35%Cost on $10k a year$65$35Yield2.57%7.87%5 years, per year[…]+7.7%3 years, per year+20.7%+11.1%Worst drop · 1Y−6.5%−6.7%Volatility · 1Y10.3%
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%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.0B3AUDIUSCF Dividend Income ETFReadDesk0.65%2.57%+0.3%+19.5%+22.8%+20.7%new−6.5%$3MEnd-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▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$124.4B2BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.0B3AUDIUSCF Dividend Income ETFReadDesk0.65%2.57%+0.3%+19.5%+22.8%+20.7%new−6.5%$3MEnd-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: UDI, JEPI, SCHDToday12.6%most shared, UDI and SCHDUDIJEPISCHDUDI—8.5%12.6%JEPI8.5%—8.5%SCHD12.6%8.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$752most kept, JEPIJEPI$787 − $35 = $752SCHD$292 − $6 = $286UDI$257 − $65 = $192KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee