JEPI vs SCHD — stock comparison tool

JEPI currently yields 8.03% TTM versus SCHD at 2.99%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

JEPISCHD

Performance Comparison

Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.

JEPI

SCHD

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-24 to 2026-10-24. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

JEPI Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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SCHD Total Returns by Year

Calendar-year total returns, including reinvested dividends

Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary

$10,000 initial investment with DRIP (live)

Ticker	Period	Start $	End $	Dividends	Start Price	End Price	Shares	Return %

Current Data Comparison

Live fundamental metrics and analyst data

Metric

JEPI$56.85

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JPMorgan Equity Premium Income ETF

SCHD$35.27

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Schwab U.S. Dividend Equity ETF

Dividend Information

Dividend Yield

8.03%

2.99%

Annual Dividend

$4.56

$1.05

Dividend Growth (5yr)

Years of Growth

ETF holdings & allocation

Side-by-side composition for each ETF in this comparison.

JEPI

135 holdings

Cash & Others17.37%

Technology15.49%

Healthcare11.64%

Industrials10.09%

Financial Services9.71%

Consumer Cyclical8.72%

Consumer Defensive8.54%

Communication Services7.46%

Utilities4.63%

Energy3.13%

Real Estate1.92%

Basic Materials1.31%

Top 10 holdings

Name	Weight
AAPLAPPLE INC COMMON STOCK	1.96%
MAMASTERCARD INC COMMON	1.95%
MSFTMICROSOFT CORP COMMON	1.94%
VVISA INC COMMON STOCK	1.86%
AMZNAMAZON.COM INC COMMON	1.82%
MMM3M CO COMMON STOCK USD	1.79%
NEENEXTERA ENERGY INC	1.77%
JNJJOHNSON & COMMON	1.76%
NVDANVIDIA CORP COMMON STOCK	1.75%
ABBVABBVIE INC COMMON STOCK	1.75%
Top 10	18.35%

SCHD

102 holdings

Consumer Defensive20.07%

Healthcare19.33%

Technology15.98%

Energy15.35%

Financial Services9.18%

Industrials7.31%

Consumer Cyclical6.73%

Communication Services5.95%

Utilities0.09%

Cash & Others0.01%

Top 10 holdings

Name	Weight
PGPROCTER & GAMBLE	4.41%
TXNTEXAS INSTRUMENT	4.31%
KOCOCA-COLA	4.25%
CVXCHEVRON	4.21%
UNHUNITEDHEALTH GROUP	4.18%
COPCONOCOPHILLIPS	4.17%
HDHOME DEPOT	4.04%
QCOMQUALCOMM	4.00%
AMGNAMGEN INC	3.97%
PEPPEPSICO	3.88%
Top 10	41.41%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

JEPISharedSCHD

Overlap by weight

Share of portfolio weight that appears in both funds.

# overlapping holdings

JEPI: 13% also in SCHDSCHD: 13% also in JEPI

JEPI: showing top 100 holdings by weight (of 135) · SCHD: showing top 100 holdings by weight (of 102). Overlap counts use this top slice, not the full fund book.

Sector drift (JEPI vs SCHD)

Left = heavier in JEPI. Right = heavier in SCHD.

JEPI overweight (left)SCHD overweight (right)

Search ticker

13 shown

Overlapping tickers


EOG	Energy	Oil & Gas Exploration & Production	1.7%	2.0%	1.7%
PEP	Consumer Defensive	Beverages - Non-Alcoholic	1.1%	3.9%	1.1%
COP	Energy	Oil & Gas Exploration & Production	0.9%	4.2%	0.9%
ACN	Technology	Information Technology Services	0.7%	3.8%	0.7%
BMY	Healthcare	Drug Manufacturers - General	0.6%	3.1%	0.6%
UNH	Healthcare	Medical - Healthcare Plans	0.6%	4.2%	0.6%
PG	Consumer Defensive	Household & Personal Products	0.6%	4.4%	0.6%
KO	Consumer Defensive	Beverages - Non-Alcoholic	0.5%	4.2%	0.5%
MRK	Healthcare	Drug Manufacturers - General	0.4%	3.8%	0.4%
VZ	Communication Services	Telecommunications Services	0.4%	3.5%	0.4%

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