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JEPQ vs. SCHD Stock Comparison
Updated: October 2, 2026
Compare JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) 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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JEPQ
$61.04
SCHD
$32.72
| Add stock | Add stock | Add stock | |||
|---|---|---|---|---|---|
Basics | |||||
| Name | JPMorgan Nasdaq Equity Premium Income ETF | Schwab U.S. Dividend Equity ETF | |||
| Price | $61.04 | $32.72 | |||
| Category | Derivative Income | Large Value | |||
| Expense ratio | 0.35% | 0.06% | |||
| Assets | 43,920,393 | 109,559,170 | |||
| Beta | 0.84 | 0.58 | |||
Dividends | |||||
| Dividend | $6.34 | $1.05 | |||
| Yield | 10.39% | 3.22% | |||
| Frequency | Monthly | Quarterly | |||
| Payout ratio | 241.07% | 61.28% | |||
| Dividend CAGR (3y) | 7.04% | 6.48% | |||
| Dividend CAGR (5y) | |||||
| Dividend CAGR (10y) | |||||
Total returns | |||||
| YTD | 14.13% | 24.05% | |||
| 1y | 20.33% | 27.34% | |||
| 3y | 21.67% | 15.86% | |||
| 5y | – | 9.57% | |||
| 10y | – | 12.76% | |||
| 1y volatility | 12.35% | 13.01% | |||
| 3y volatility | 11.56% | 13.46% | |||
| Sharpe ratio | 1.20 | 0.85 | |||
Sector breakdown | |||||
| Communication services | 10.04% | 6.46% | |||
| Consumer discretionary | 8.52% | 6.89% | |||
| Consumer staples | 4.44% | 19.46% | |||
| Energy | – | 15.41% | |||
| Financials | 0.33% | 9.76% | |||
| Healthcare | 3.54% | 21.48% | |||
| Industrials | 3.23% | 7.50% | |||
| Materials | 0.65% | – | |||
| Real estate | – | – | |||
| Technology | 51.25% | 12.94% | |||
| Utilities | 0.73% | 0.09% | |||
| Cash & others | 16.82% | 0.01% |
| Add stock | Add stock | Add stock | |||||||
|---|---|---|---|---|---|---|---|---|---|
Basics | |||||||||
| Name | JPMorgan Nasdaq Equity Premium Income ETF | Schwab U.S. Dividend Equity ETF | |||||||
| Price | $61.04 | $32.72 | |||||||
| Category | Derivative Income | Large Value | |||||||
| Expense ratio | 0.35% | 0.06% | |||||||
| Assets | 43,920,393 | 109,559,170 | |||||||
| Beta | 0.84 | 0.58 | |||||||
Dividends | |||||||||
| Dividend | $6.34 | $1.05 | |||||||
| Yield | 10.39% | 3.22% | |||||||
| Frequency | Monthly | Quarterly | |||||||
| Payout ratio | 241.07% | 61.28% | |||||||
| Dividend CAGR (3y) | 7.04% | 6.48% | |||||||
| Dividend CAGR (5y) | |||||||||
| Dividend CAGR (10y) | |||||||||
Total returns | |||||||||
| YTD | 14.13% | 24.05% | |||||||
| 1y | 20.33% | 27.34% | |||||||
| 3y | 21.67% | 15.86% | |||||||
| 5y | – | 9.57% | |||||||
| 10y | – | 12.76% | |||||||
| 1y volatility | 12.35% | 13.01% | |||||||
| 3y volatility | 11.56% | 13.46% | |||||||
| Sharpe ratio | 1.20 | 0.85 | |||||||
Sector breakdown | |||||||||
| Communication services | 10.04% | 6.46% | |||||||
| Consumer discretionary | 8.52% | 6.89% | |||||||
| Consumer staples | 4.44% | 19.46% | |||||||
| Energy | – | 15.41% | |||||||
| Financials | 0.33% | 9.76% | |||||||
| Healthcare | 3.54% | 21.48% | |||||||
| Industrials | 3.23% | 7.50% | |||||||
| Materials | 0.65% | – | |||||||
| Real estate | – | – | |||||||
| Technology | 51.25% | 12.94% | |||||||
| Utilities | 0.73% | 0.09% | |||||||
| Cash & others | 16.82% | 0.01% | |||||||
Top 10 holdings
JEPQ
SCHD
| QCOM | QUALCOMM Incorporated | 4.76% |
| TXN | Texas Instruments Incorporated | 4.42% |
| KO | The Coca-Cola Company | 4.16% |
| PG | The Procter & Gamble Company | 4.11% |
| MRK | Merck & Co., Inc. | 4.06% |
| CVX | Chevron Corporation | 4.04% |
| VZ | Verizon Communications Inc. | 3.92% |
| COP | ConocoPhillips | 3.92% |
| UNH | UnitedHealth Group Incorporated | 3.91% |
| HD | The Home Depot, Inc. | 3.82% |
| All holdings | ||
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