Inteliview
Log inSign up
← Back to US ETFs
Side-by-side ETF comparison

SCHD vs JEPI

Schwab U.S. Dividend Equity ETF vs JPMorgan Equity Premium Income ETF

Key Metrics
MetricSCHDJEPI
1Y Return✓ 24.0%2.0%
1Y Sharpe✓ 1.77-0.18
Max Drawdown✓ -5.4%-7.2%
Expense Ratio✓ 0.06%0.35%
AUM——
Close$31.69$56.50
IssuerSchwabJPMorgan
BenchmarkDow Jones US DividendActive
Asset Classequityequity
Holdings Comparison

Overlap: 2/30 (7%) · SCHD only: 10+ · JEPI only: 10+

Common Holdings (2)
TickerNameSCHD %JEPI %Wall Street guru holders
PEPPepsiCo Inc4.01%1.28%29
ABBVAbbVie Inc3.53%1.63%25
SCHD only
  • LMTLockheed Martin Corp4.82%
  • COPConocoPhillips4.32%
  • VZVerizon Communications4.31%
  • CVXChevron Corp4.31%
  • BMYBristol-Myers Squibb C4.28%
  • MRKMerck & Co Inc4.24%
  • MOAltria Group Inc4.14%
  • TXNTexas Instruments Inc4.06%
  • KOCoca-Cola Co/The4.03%
  • AMGNAmgen Inc3.93%
JEPI only
  • MGMXXJPMorgan U.S. Governme1.86%
  • GOOGLAlphabet, Inc.1.67%
  • JNJJohnson & Johnson1.65%
  • AMZNAmazon.com, Inc.1.55%
  • ADIAnalog Devices, Inc.1.54%
  • MAMastercard, Inc.1.54%
  • NVDANVIDIA Corp.1.50%
  • VVisa, Inc.1.50%
  • ROSTRoss Stores, Inc.1.50%
  • MSFTMicrosoft Corp.1.50%

Holdings as of 2026-02-28 (SEC N-PORT-P, top 30 by valUSD)

SCHD See full holdings →JEPI See full holdings →