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JEPI vs. SCHD Stock Comparison
Updated: September 11, 2026
Compare JPMorgan Equity Premium Income ETF (JEPI) and Schwab U.S. Dividend Equity ETF (SCHD) across key metrics, including the price chart below of performance, as well as a side-by-side comparison of dividend metrics, sector breakdowns, top holdings, total returns, costs, and more. Check out our stock comparison tool to compare stocks instead.
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JEPI
$56.70
SCHD
$34.12
| Add stock | Add stock | Add stock | |||
|---|---|---|---|---|---|
Basics | |||||
| Name | JPMorgan Equity Premium Income ETF | Schwab U.S. Dividend Equity ETF | |||
| Price | $56.70 | $34.12 | |||
| Category | Derivative Income | Large Value | |||
| Expense ratio | 0.35% | 0.06% | |||
| Assets | 46,090,517 | 112,565,923 | |||
| Beta | 0.43 | 0.58 | |||
Dividends | |||||
| Dividend | $4.58 | $1.05 | |||
| Yield | 8.08% | 3.07% | |||
| Frequency | Monthly | Quarterly | |||
| Payout ratio | 224.57% | 56.34% | |||
| Dividend CAGR (3y) | -5.01% | 6.52% | |||
| Dividend CAGR (5y) | |||||
| Dividend CAGR (10y) | |||||
Total returns | |||||
| YTD | 5.49% | 28.95% | |||
| 1y | 9.18% | 30.27% | |||
| 3y | 9.62% | 16.02% | |||
| 5y | 7.32% | 9.92% | |||
| 10y | – | 13.07% | |||
| 1y volatility | 7.60% | 13.01% | |||
| 3y volatility | 7.94% | 13.46% | |||
| Sharpe ratio | 0.61 | 0.85 | |||
Sector breakdown | |||||
| Communication services | 8.16% | 6.46% | |||
| Consumer discretionary | 11.69% | 6.89% | |||
| Consumer staples | 9.08% | 19.46% | |||
| Energy | 3.15% | 15.41% | |||
| Financials | 11.19% | 9.76% | |||
| Healthcare | 14.14% | 21.48% | |||
| Industrials | 14.01% | 7.50% | |||
| Materials | – | – | |||
| Real estate | 2.46% | – | |||
| Technology | 19.23% | 12.94% | |||
| Utilities | 5.27% | 0.09% | |||
| Cash & others | – | 0.01% |
| Add stock | Add stock | Add stock | |||||||
|---|---|---|---|---|---|---|---|---|---|
Basics | |||||||||
| Name | JPMorgan Equity Premium Income ETF | Schwab U.S. Dividend Equity ETF | |||||||
| Price | $56.70 | $34.12 | |||||||
| Category | Derivative Income | Large Value | |||||||
| Expense ratio | 0.35% | 0.06% | |||||||
| Assets | 46,090,517 | 112,565,923 | |||||||
| Beta | 0.43 | 0.58 | |||||||
Dividends | |||||||||
| Dividend | $4.58 | $1.05 | |||||||
| Yield | 8.08% | 3.07% | |||||||
| Frequency | Monthly | Quarterly | |||||||
| Payout ratio | 224.57% | 56.34% | |||||||
| Dividend CAGR (3y) | -5.01% | 6.52% | |||||||
| Dividend CAGR (5y) | |||||||||
| Dividend CAGR (10y) | |||||||||
Total returns | |||||||||
| YTD | 5.49% | 28.95% | |||||||
| 1y | 9.18% | 30.27% | |||||||
| 3y | 9.62% | 16.02% | |||||||
| 5y | 7.32% | 9.92% | |||||||
| 10y | – | 13.07% | |||||||
| 1y volatility | 7.60% | 13.01% | |||||||
| 3y volatility | 7.94% | 13.46% | |||||||
| Sharpe ratio | 0.61 | 0.85 | |||||||
Sector breakdown | |||||||||
| Communication services | 8.16% | 6.46% | |||||||
| Consumer discretionary | 11.69% | 6.89% | |||||||
| Consumer staples | 9.08% | 19.46% | |||||||
| Energy | 3.15% | 15.41% | |||||||
| Financials | 11.19% | 9.76% | |||||||
| Healthcare | 14.14% | 21.48% | |||||||
| Industrials | 14.01% | 7.50% | |||||||
| Materials | – | – | |||||||
| Real estate | 2.46% | – | |||||||
| Technology | 19.23% | 12.94% | |||||||
| Utilities | 5.27% | 0.09% | |||||||
| Cash & others | – | 0.01% | |||||||
Top 10 holdings
JEPI
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