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JEPI vs. SCHD Stock Comparison
Updated: August 3, 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
$57.43
SCHD
$33.47
| Add stock | Add stock | Add stock | |||
|---|---|---|---|---|---|
Basics | |||||
| Name | JPMorgan Equity Premium Income ETF | Schwab U.S. Dividend Equity ETF | |||
| Price | $57.43 | $33.47 | |||
| Category | Derivative Income | Large Value | |||
| Expense ratio | 0.35% | 0.06% | |||
| Assets | 45,336,150 | 100,887,549 | |||
| Beta | 0.43 | 0.58 | |||
Dividends | |||||
| Dividend | $4.57 | $1.05 | |||
| Yield | 7.96% | 3.13% | |||
| 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 | 3.60% | 21.54% | |||
| 1y | 7.89% | 24.17% | |||
| 3y | 8.92% | 13.60% | |||
| 5y | 7.23% | 9.19% | |||
| 10y | – | 12.35% | |||
| 1y volatility | 7.54% | 12.96% | |||
| 3y volatility | 7.92% | 13.32% | |||
| Sharpe ratio | 0.54 | 0.67 | |||
Sector breakdown | |||||
| Communication services | 6.09% | 6.22% | |||
| Consumer discretionary | 9.80% | 7.69% | |||
| Consumer staples | 7.72% | 20.64% | |||
| Energy | – | 14.13% | |||
| Financials | 8.91% | 9.92% | |||
| Healthcare | 12.88% | 20.77% | |||
| Industrials | 11.18% | 7.79% | |||
| Materials | – | – | |||
| Real estate | 2.62% | – | |||
| Technology | 15.42% | 12.72% | |||
| Utilities | 4.88% | 0.11% | |||
| Cash & others | 16.35% | 0.01% |
| Add stock | Add stock | Add stock | |||||||
|---|---|---|---|---|---|---|---|---|---|
Basics | |||||||||
| Name | JPMorgan Equity Premium Income ETF | Schwab U.S. Dividend Equity ETF | |||||||
| Price | $57.43 | $33.47 | |||||||
| Category | Derivative Income | Large Value | |||||||
| Expense ratio | 0.35% | 0.06% | |||||||
| Assets | 45,336,150 | 100,887,549 | |||||||
| Beta | 0.43 | 0.58 | |||||||
Dividends | |||||||||
| Dividend | $4.57 | $1.05 | |||||||
| Yield | 7.96% | 3.13% | |||||||
| 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 | 3.60% | 21.54% | |||||||
| 1y | 7.89% | 24.17% | |||||||
| 3y | 8.92% | 13.60% | |||||||
| 5y | 7.23% | 9.19% | |||||||
| 10y | – | 12.35% | |||||||
| 1y volatility | 7.54% | 12.96% | |||||||
| 3y volatility | 7.92% | 13.32% | |||||||
| Sharpe ratio | 0.54 | 0.67 | |||||||
Sector breakdown | |||||||||
| Communication services | 6.09% | 6.22% | |||||||
| Consumer discretionary | 9.80% | 7.69% | |||||||
| Consumer staples | 7.72% | 20.64% | |||||||
| Energy | – | 14.13% | |||||||
| Financials | 8.91% | 9.92% | |||||||
| Healthcare | 12.88% | 20.77% | |||||||
| Industrials | 11.18% | 7.79% | |||||||
| Materials | – | – | |||||||
| Real estate | 2.62% | – | |||||||
| Technology | 15.42% | 12.72% | |||||||
| Utilities | 4.88% | 0.11% | |||||||
| Cash & others | 16.35% | 0.01% | |||||||
Top 10 holdings
JEPI
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