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JEPI vs. SCHD Stock Comparison
Updated: July 14, 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
$56.76
SCHD
$32.56
| Add stock | Add stock | Add stock | |||
|---|---|---|---|---|---|
Basics | |||||
| Name | JPMorgan Equity Premium Income ETF | Schwab U.S. Dividend Equity ETF | |||
| Price | $56.76 | $32.56 | |||
| Category | Derivative Income | Large Value | |||
| Expense ratio | 0.35% | 0.06% | |||
| Assets | 44,326,121 | 95,165,929 | |||
| Beta | 0.43 | 0.58 | |||
Dividends | |||||
| Dividend | $4.57 | $1.05 | |||
| Yield | 8.05% | 3.22% | |||
| Frequency | Monthly | Quarterly | |||
| Payout ratio | 223.98% | 61.76% | |||
| Dividend CAGR (3y) | -7.49% | 6.52% | |||
| Dividend CAGR (5y) | |||||
| Dividend CAGR (10y) | |||||
Total returns | |||||
| YTD | 1.30% | 18.74% | |||
| 1y | 7.59% | 27.89% | |||
| 3y | 9.20% | 15.25% | |||
| 5y | 7.45% | 8.32% | |||
| 10y | – | 12.76% | |||
| 1y volatility | 7.68% | 12.40% | |||
| 3y volatility | 8.02% | 13.44% | |||
| Sharpe ratio | 0.59 | 0.84 | |||
Sector breakdown | |||||
| Communication services | 6.16% | 6.04% | |||
| Consumer discretionary | 9.88% | 6.72% | |||
| Consumer staples | 7.76% | 18.47% | |||
| Energy | – | 14.59% | |||
| Financials | 9.08% | 9.06% | |||
| Healthcare | 13.30% | 18.35% | |||
| Industrials | 10.77% | 7.36% | |||
| Materials | – | – | |||
| Real estate | 2.67% | – | |||
| Technology | 15.53% | 19.36% | |||
| Utilities | 4.74% | 0.04% | |||
| Cash & others | 16.16% | 0.01% |
| Add stock | Add stock | Add stock | |||||||
|---|---|---|---|---|---|---|---|---|---|
Basics | |||||||||
| Name | JPMorgan Equity Premium Income ETF | Schwab U.S. Dividend Equity ETF | |||||||
| Price | $56.76 | $32.56 | |||||||
| Category | Derivative Income | Large Value | |||||||
| Expense ratio | 0.35% | 0.06% | |||||||
| Assets | 44,326,121 | 95,165,929 | |||||||
| Beta | 0.43 | 0.58 | |||||||
Dividends | |||||||||
| Dividend | $4.57 | $1.05 | |||||||
| Yield | 8.05% | 3.22% | |||||||
| Frequency | Monthly | Quarterly | |||||||
| Payout ratio | 223.98% | 61.76% | |||||||
| Dividend CAGR (3y) | -7.49% | 6.52% | |||||||
| Dividend CAGR (5y) | |||||||||
| Dividend CAGR (10y) | |||||||||
Total returns | |||||||||
| YTD | 1.30% | 18.74% | |||||||
| 1y | 7.59% | 27.89% | |||||||
| 3y | 9.20% | 15.25% | |||||||
| 5y | 7.45% | 8.32% | |||||||
| 10y | – | 12.76% | |||||||
| 1y volatility | 7.68% | 12.40% | |||||||
| 3y volatility | 8.02% | 13.44% | |||||||
| Sharpe ratio | 0.59 | 0.84 | |||||||
Sector breakdown | |||||||||
| Communication services | 6.16% | 6.04% | |||||||
| Consumer discretionary | 9.88% | 6.72% | |||||||
| Consumer staples | 7.76% | 18.47% | |||||||
| Energy | – | 14.59% | |||||||
| Financials | 9.08% | 9.06% | |||||||
| Healthcare | 13.30% | 18.35% | |||||||
| Industrials | 10.77% | 7.36% | |||||||
| Materials | – | – | |||||||
| Real estate | 2.67% | – | |||||||
| Technology | 15.53% | 19.36% | |||||||
| Utilities | 4.74% | 0.04% | |||||||
| Cash & others | 16.16% | 0.01% | |||||||
Top 10 holdings
JEPI
SCHD
| HD | The Home Depot, Inc. | 4.47% |
| UNH | UnitedHealth Group Incorporated | 4.42% |
| MRK | Merck & Co., Inc. | 4.41% |
| ABT | Abbott Laboratories | 4.38% |
| AMGN | Amgen Inc. | 4.32% |
| PG | The Procter & Gamble Company | 4.25% |
| KO | The Coca-Cola Company | 4.20% |
| PEP | PepsiCo, Inc. | 4.01% |
| TXN | Texas Instruments Incorporated | 3.92% |
| VZ | Verizon Communications Inc. | 3.60% |
| All holdings | ||
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