JEPQ vs OVL vs SCHD — stock comparison tool

Compare JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) at a 11.24% TTM dividend yield, OVL (Overlay Shares Large Cap Equity ETF) at a 8.19% TTM dividend yield, SCHD (Schwab U.S. Dividend Equity ETF) at a 3.23% TTM dividend yield with Dividend Wealth’s interactive DRIP and fundamentals tool.

JEPQOVLSCHD

Performance Comparison

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

JEPQ

OVL

SCHD

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-08 to 2026-10-08. 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)

JEPQ Total Returns by Year

Calendar-year total returns, including reinvested dividends

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OVL Total Returns by Year

Calendar-year total returns, including reinvested dividends

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SCHD Total Returns by Year

Calendar-year total returns, including reinvested dividends

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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

JEPQ$61.27

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JPMorgan Nasdaq Equity Premium Income ETF

OVL$57.66

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Overlay Shares Large Cap Equity ETF

SCHD$32.65

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Schwab U.S. Dividend Equity ETF

Dividend Information

Dividend Yield

11.24%

8.19%

3.23%

Annual Dividend

$6.88

$4.72

$1.05

Dividend Growth (5yr)

Years of Growth

ETF holdings & allocation

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

JEPQ

109 holdings

Technology52.02%

Cash & Others16.33%

Communication Services9.86%

Consumer Cyclical8.54%

Consumer Defensive4.36%

Healthcare3.40%

Industrials3.32%

Utilities0.75%

Basic Materials0.66%

Financial Services0.32%

Energy0.29%

Real Estate0.15%

Top 10 holdings

Name	Weight
NVDANVIDIA CORP COMMON STOCK	7.50%
AAPLAPPLE INC COMMON STOCK	6.55%
MSFTMICROSOFT CORP COMMON	5.22%
GOOGALPHABET INC-CL C -	4.79%
MUMICRON TECHNOLOGY INC	4.62%
AMZNAMAZON.COM INC COMMON	3.95%
AMDADVANCED MICRO DEVICES	3.04%
METAMETA PLATFORMS INC	2.50%
AVGOBROADCOM INC COMMON	2.10%
TSLATESLA INC COMMON STOCK	2.05%
Top 10	42.32%

OVL

11 holdings

Technology37.43%

Financial Services12.19%

Communication Services9.91%

Consumer Cyclical9.58%

Healthcare9.10%

Industrials8.16%

Consumer Defensive4.61%

Energy3.36%

Utilities2.15%

Real Estate1.88%

Basic Materials1.62%

Cash & Others0.01%

Top 10 holdings

Name	Weight
VOOVanguard S&P 500 ETF	100.08%
Top 10	100.08%

SCHD

102 holdings

Healthcare21.48%

Consumer Defensive19.46%

Energy15.41%

Technology12.94%

Financial Services9.76%

Industrials7.50%

Consumer Cyclical6.89%

Communication Services6.46%

Utilities0.09%

Cash & Others0.01%

Top 10 holdings

Name	Weight
MRKMERCK & CO INC	4.89%
AMGNAMGEN INC	4.84%
ABTABBOTT LABORATORIES	4.69%
KOCOCA-COLA	4.14%
CVXCHEVRON	4.13%
COPCONOCOPHILLIPS	4.07%
VZVERIZON COMMUNICATIONS INC	3.98%
UNHUNITEDHEALTH GROUP INC	3.92%
PGPROCTER & GAMBLE	3.90%
HDHOME DEPOT	3.77%
Top 10	42.34%

Overlap & differences

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