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Side-by-side ETF comparison

SCHD vs JEPI

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

PERFORMANCE COMPARISON

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

SCHD+18.43%JEPI-0.30%

Both series indexed to 100 at the start of the selected period. Final values represent total return over the window.

Key Metrics
MetricSCHDJEPI
1Y Return✓ 22.7%0.5%
1Y Sharpe✓ 1.65-0.35
Max Drawdown✓ -5.4%-7.2%
Expense Ratio✓ 0.06%0.35%
AUM——
Close$31.62$55.96
IssuerSchwabJPMorgan
BenchmarkDJ US Div 100Active
Asset Classequityequity
Annual Returns
YearSCHDJEPI
2026 (YTD)+15.3%-2.2%
Wall Street Guru Holders

Gurus who hold this ETF directly in their 13F portfolio

SCHD
JEPI
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%28
ABBVAbbVie Inc3.53%1.63%24
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 →