SCHD vs JPIE
YTDYear to date
SCHD wins+31.0 pts
Past year
SCHD wins+34.6 pts
Fee
SCHD winslower fee
Yield
JPIE wins+2.7 pts
AUM
SCHD10.6× more
3–1SCHD wins
SCHD and JPIE · year-to-date · as of Nov 4, 2026 · AUM not scored
JPIE vs S&P 500
5Y$45.00 · −0.1% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return−0.1%+1.1%−0.4%+1.8%+3.0%+22.3%+17.2%+17.2%
Peer average−0.2%+0.1%−1.6%+9.4%+12.1%+61.7%+48.9%—
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
J.P. Morgan JPIE and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
JPIE’s Holdings
TodayTBA GNMA2 6.5%Tba Gnma2 6.5% 12/347.6%JPMORGAN PRI4.3%GNMA II 6.5%2.8%GNMA II MORT2.2%UMBS MORTPAS2.1%GNMA II 5.5%1.9%OTCBA FINRA 1.5%TBA GNMA2 SI1.5%GNMA II 5.5%1.4%GNMA II MORT1.3%GNMA II 6.5%1.2%GNMA II 6.5%0.9%UMBS MORTPAS0.8%GNMA II 5.5%0.7%PMTLT FRN 250.7%TBA GNMA2 SI0.7%UMBS MORTPAS0.6%FHLMC STACR 0.5%UMBS MORTPAS0.5%GNMA II 5.5%0.5%GNMA 2026-230.5%GNMA II MORT0.5%
TBA GNMA2 6.5%Tba Gnma2 6.5% 12/347.6%JPMORGAN PRI4.3%GNMA II 6.5%2.8%GNMA II MORT2.2%UMBS MORTPAS2.1%GNMA II 5.5%1.9%OTCBA FINRA 1.5%TBA GNMA2 SI1.5%GNMA II 5.5%1.4%GNMA II MORT1.3%GNMA II 6.5%1.2%GNMA II 6.5%0.9%
Other
J.P. Morgan JPIE · 2,735 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026
All 402 Dividend Stocks ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | U.S. Dividend EquityReadDesk | 0.06% | 3.0% | +32.8% | +32.8% | $121B | |
| 2 | VIG | Dividend AppreciationReadDesk | 0.04% | 1.5% | +14.0% | +14.0% | $109B | |
| 3 | VYM | High Dividend YieldReadDesk | 0.04% | 2.3% | +15.8% | +15.8% | $78.9B | |
| 4 | DGRO | Core Dividend GrowthReadDesk | 0.08% | 1.8% | +18.0% | +18.0% | $45.1B | |
| 5 | CGDV | Capital Group Dividend ValueReadDesk | 0.33% | 1.2% | +13.0% | +13.0% | $38.8B | |
| 6 | RDVY | First Trust Rising Dividend AchieversReadDesk | 0.47% | 0.9% | +15.5% | +15.5% | $25.7B | |
| 7 | DVY | Select DividendReadDesk | 0.38% | 3.3% | +17.4% | +17.4% | $23.6B | |
| 8 | SDY | State Street SPDR S&P DividendReadDesk | 0.35% | 2.3% | +18.0% | +18.0% | $22.6B | |
| 9 | VYMI | International High Dividend YieldReadDesk | 0.07% | 3.7% | +15.0% | +15.0% | $21.4B | |
| 10 | DGRW | WisdomTree U.S. Quality Dividend GrowthReadDesk | 0.28% | 1.2% | +10.9% | +10.9% | $16.9B | |
| 11 | BINC | Flexible Income ActiveReadDesk | 0.52% | 6.1% | +0.1% | +0.1% | $16.8B | |
| 12 | HDV | Core High DividendReadDesk | 0.08% | 3.1% | +29.3% | +29.3% | $16.2B | |
| 13 | QQQI | NEOS Nasdaq-100 High IncomeReadDesk | 0.68% | 14.9% | +7.2% | +7.2% | $14.7B | |
| 14 | SPYI | Neos S&P 500(R) High IncomeReadDesk | 0.68% | 12.1% | +10.1% | +10.1% | $12.4B | |
| 15 | NOBL | ProShares - S&P 500 Dividend AristocratsReadDesk | 0.35% | 2.0% | +16.0% | +16.0% | $12.0B | |
| 16 | PFF | Preferred and Income SecuritiesReadDesk | 0.45% | 5.8% | −4.4% | −4.4% | $11.6B |
1–16 of 402Page 1 of 26
Dividend Stocks · current AUM · as of Nov 4, 2026
JPIE Payouts by Year
6YLatest payout, Nov 2026
$0.22
a share · every month
5.7% yield
5.7% yield
6 years added up
$12.34 a share
$12.34 a share
J.P. Morgan JPIE · per-share distributions by ex-date · 2021–2026
JPIE’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab U.S. Dividend Equity ETFReadVersus | 0.06% | 3.0% | −1.0% | +32.8% | +37.6% | $121B | |
| 2 | VIG | Vanguard Dividend Appreciation ETFReadVersus | 0.04% | 1.5% | −0.3% | +14.0% | +15.9% | $109B | |
| 3 | VYM | Vanguard High Dividend Yield ETFReadVersus | 0.04% | 2.3% | −0.3% | +15.8% | +19.0% | $78.9B | |
| 4 | DGRO | iShares Core Dividend Growth ETFReadVersus | 0.08% | 1.8% | −0.6% | +18.0% | +21.0% | $45.1B | |
| 5 | CGDV | Capital Group Dividend Value ETFReadVersus | 0.33% | 1.2% | +0.4% | +13.0% | +16.1% | $38.8B | |
| 6 | JPIE | JPMorgan Income ETFThis fund | 0.40% | 5.7% | −0.1% | +1.8% | +3.0% | $11.5B |
#246 of 324 this year · #103 cheapest of 402 · sorted by assetsOpen the Income table →
JPIE and its peer group · total return · as of Nov 4, 2026
Cards for This View
JPIE’s Top 10 Holdings
Today26.7%of JPIE sits in these 10
1TBA GNTba Gnma2 6.5% 12/347.61%
2JPMORGJpmorgan Prime Money4.31%
3GNMA IGnma Ii 6.5% 11/562.79%
4GNMA IGnma Ii Mortpass 6% 10/562.19%
5UMBS MUmbs Mortpass 5.5% 01/562.14%
6GNMA IGnma Ii 5.5% 09/561.89%
7OTCBA Otcba Finra Csh At Broker1.51%
8TBA GNTba Gnma2 Single 6.5%1.48%
9GNMA IGnma Ii 5.5% 10/561.43%
10GNMA IGnma Ii Mortpass 6% 08/561.31%
J.P. Morgan JPIE · weight in the fund · as of Nov 3, 2026
JPIE’s Holdings
TodayTBA GNMA2 6.5%Tba Gnma2 6.5% 12/347.6%JPMORGAN PRI4.3%GNMA II 6.5%2.8%GNMA II MORT2.2%UMBS MORTPAS2.1%GNMA II 5.5%1.9%OTCBA FINRA 1.5%TBA GNMA2 SI1.5%GNMA II 5.5%1.4%GNMA II MORT1.3%GNMA II 6.5%1.2%GNMA II 6.5%0.9%UMBS MORTPAS0.8%GNMA II 5.5%0.7%PMTLT FRN 250.7%TBA GNMA2 SI0.7%UMBS MORTPAS0.6%FHLMC STACR 0.5%UMBS MORTPAS0.5%GNMA II 5.5%0.5%GNMA 2026-230.5%GNMA II MORT0.5%
TBA GNMA2 6.5%Tba Gnma2 6.5% 12/347.6%JPMORGAN PRI4.3%GNMA II 6.5%2.8%GNMA II MORT2.2%UMBS MORTPAS2.1%GNMA II 5.5%1.9%OTCBA FINRA 1.5%TBA GNMA2 SI1.5%GNMA II 5.5%1.4%GNMA II MORT1.3%GNMA II 6.5%1.2%GNMA II 6.5%0.9%
Other
J.P. Morgan JPIE · 2,735 holdings · top 22 shown · tile size = share of the fund · as of Nov 3, 2026
JPIE vs Peer Average
YTDJPIEAvsBPeer average
1D−0.1%−0.2%
1M+1.1%+0.1%
3M−0.4%−1.6%
YTD+1.8%+9.4%
1Y+3.0%+12.1%
3Y+22.3%+61.7%
5Y+17.2%+48.9%
3–4Peer average wins
401 Dividend stocks peers · each row scaled to its leader