SCHD
Schwab U.S. Dividend Equity ETF
VS
JEPI
JPMorgan Equity Premium Income ETF
SCHD wins 6 of 9 categories
SCHD wins 6 of 9 categories
SCHD wins: Expense Ratio, 1-Year Return, 3-Year Return, 5-Year Return, YTD Return, Assets Under Mgmt | JEPI wins: Dividend Yield, Holdings, Beta
MetricSCHDJEPI
Cost
Expense Ratio0.06%0.35%
Performance
1-Year Return15.82%12.45%
3-Year Return8.45%7.82%
5-Year Return12.18%9.15%
YTD Return4.22%3.85%
Income
Dividend Yield3.42%7.15%
Size & Diversification
Assets Under Mgmt$63B$36B
Holdings103133
Risk
Beta0.780.62

Top Holdings

SCHD Top Holdings

Cisco Systems4.5%
Bristol-Myers Squibb4.3%
BlackRock Inc4.2%
Chevron Corp4.1%
Home Depot Inc4.0%

JEPI Top Holdings

Amazon.com Inc1.8%
Microsoft Corp1.7%
Meta Platforms Inc1.6%
Progressive Corp1.5%
Trane Technologies1.5%

Fund Details

DetailSCHDJEPI
IssuerSchwabJPMorgan
CategoryDividendCovered Call
BenchmarkDow Jones U.S. Dividend 100S&P 500 (income strategy)
Inception Date2011-10-202020-05-20

Frequently Asked Questions

Is SCHD or JEPI a better investment?
It depends on your goals. SCHD (Schwab U.S. Dividend Equity ETF) has an expense ratio of 0.06% and a 5-year return of 12.18%. JEPI (JPMorgan Equity Premium Income ETF) has an expense ratio of 0.35% and a 5-year return of 9.15%. JEPI for max income, SCHD for dividend growth
What is the expense ratio difference between SCHD and JEPI?
SCHD charges 0.06% while JEPI charges 0.35%. That's a difference of 0.29 percentage points. On a $10,000 investment, that's roughly $29 per year.
Which has better returns, SCHD or JEPI?
Over the past year, SCHD delivered higher returns (15.82% vs 12.45%). Over 5 years, SCHD leads with 12.18% annualized.
Can I hold both SCHD and JEPI?
Yes, many investors hold both. SCHD tracks the Dow Jones U.S. Dividend 100 while JEPI tracks the S&P 500 (income strategy). Check the holdings overlap before combining them in your portfolio.

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