SCHD vs JPRE
YTDYear to date
SCHD wins+19.6 pts
Past year
SCHD wins+24.3 pts
Fee
SCHD winslower fee
Yield
SCHD wins+0.7 pts
AUM
SCHD259.2× more
4–0SCHD wins
SCHD and JPRE · year-to-date · as of Nov 4, 2026 · AUM not scored
JPRE vs S&P 500
YTD$52.09 · +0.2% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.2%+6.1%−2.2%+13.2%+13.2%+49.8%—+15.9%
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 JPRE and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
JPRE’s Holdings
TodayWELLWelltower12.6%PLD9.6%EQIX9.2%DLR7.4%AMT6.3%VTR4.7%SPG4.0%CCI3.8%EXR3.6%REG2.9%INVH2.9%DOC2.8%HST2.6%KIM2.4%EGP2.4%EQR2.2%UDR2.2%CPT1.5%CUBE1.5%MAC1.5%SMA1.3%CUZ1.3%14 more
WELLWelltower12.6%PLD9.6%EQIX9.2%DLR7.4%AMT6.3%VTR4.7%SPG4.0%CCI3.8%EXR3.6%REG2.9%INVH2.9%DOC2.8%24 more
REIT - SpecialtyREIT - Healthcare FacilitiesREIT - IndustrialREIT - RetailREIT - ResidentialREIT - Hotel & MotelOther
J.P. Morgan JPRE · 36 holdings · 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
JPRE Payouts by Year
13YLatest payout, Sep 2026
$0.31
a share · every quarter
2.3% yield
2.3% yield
13 years added up
$16.66 a share
$16.66 a share
J.P. Morgan JPRE · per-share distributions by ex-date · 2014–2026
JPRE’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 | JPRE | JPMorgan Realty Income ETFThis fund | 0.71% | 2.3% | +0.2% | +13.2% | +13.2% | $469M |
#116 of 324 this year · #275 cheapest of 402 · sorted by assetsOpen the Income table →
JPRE and its peer group · total return · as of Nov 4, 2026
Cards for This View
JPRE’s Top 10 Holdings
Today64.2%of JPRE sits in these 10
J.P. Morgan JPRE · weight in the fund · as of Nov 3, 2026
JPRE’s Holdings
TodayWELLWelltower12.6%PLD9.6%EQIX9.2%DLR7.4%AMT6.3%VTR4.7%SPG4.0%CCI3.8%EXR3.6%REG2.9%INVH2.9%DOC2.8%HST2.6%KIM2.4%EGP2.4%EQR2.2%UDR2.2%CPT1.5%CUBE1.5%MAC1.5%SMA1.3%CUZ1.3%14 more
WELLWelltower12.6%PLD9.6%EQIX9.2%DLR7.4%AMT6.3%VTR4.7%SPG4.0%CCI3.8%EXR3.6%REG2.9%INVH2.9%DOC2.8%24 more
REIT - SpecialtyREIT - Healthcare FacilitiesREIT - IndustrialREIT - RetailREIT - ResidentialREIT - Hotel & MotelOther
J.P. Morgan JPRE · 36 holdings · tile size = share of the fund · as of Nov 3, 2026
JPRE vs Peer Average
YTDJPREAvsBPeer average
1D+0.2%−0.2%
1M+6.1%+0.1%
3M−2.2%−1.6%
YTD+13.2%+9.4%
1Y+13.2%+12.1%
3Y+49.8%+61.7%
5Y[…]+48.9%
4–2JPRE wins
401 Dividend stocks peers · each row scaled to its leader