JEPQ vs SCHD — stock comparison tool

JEPQ currently yields 11.24% TTM versus SCHD at 3.23%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

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

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-09 to 2026-10-09. 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
Adj. close

Loading returns…

SCHD Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

Loading returns…

Best Total Return

—

No data

Highest Dividend Income

—

No data

Best Avg Annual Return

—

No data

DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
JEPQ$61.27
—

JPMorgan Nasdaq Equity Premium Income ETF

SCHD$32.65
—

Schwab U.S. Dividend Equity ETF

Dividend Information

Dividend Yield
11.24%
3.23%
Annual Dividend
$6.88
$1.05
Dividend Growth (5yr)
-
-
Years of Growth
2
13
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

NameWeight
NVDANVIDIA CORP COMMON STOCK7.50%
AAPLAPPLE INC COMMON STOCK6.55%
MSFTMICROSOFT CORP COMMON5.22%
GOOGALPHABET INC-CL C -4.79%
MUMICRON TECHNOLOGY INC4.62%
AMZNAMAZON.COM INC COMMON3.95%
AMDADVANCED MICRO DEVICES3.04%
METAMETA PLATFORMS INC2.50%
AVGOBROADCOM INC COMMON2.10%
TSLATESLA INC COMMON STOCK2.05%
Top 1042.32%

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

NameWeight
MRKMERCK & CO INC4.89%
AMGNAMGEN INC4.84%
ABTABBOTT LABORATORIES4.69%
KOCOCA-COLA4.14%
CVXCHEVRON4.13%
COPCONOCOPHILLIPS4.07%
VZVERIZON COMMUNICATIONS INC3.98%
UNHUNITEDHEALTH GROUP INC3.92%
PGPROCTER & GAMBLE3.90%
HDHOME DEPOT3.77%
Top 1042.34%

Overlap & differences

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

85991
JEPQSharedSCHD

Overlap by weight

3%

Share of portfolio weight that appears in both funds.

# overlapping holdings

9

JEPQ: 10% also in SCHDSCHD: 9% also in JEPQ

JEPQ: showing top 94 holdings by weight (of 109) · SCHD: showing top 100 holdings by weight (of 102). Overlap counts use this top slice, not the full fund book.

Sector drift (JEPQ vs SCHD)

Left = heavier in JEPQ. Right = heavier in SCHD.

JEPQ overweight (left)SCHD overweight (right)
9 shown

Overlapping tickers

TXN		0.7%3.1%0.7%
PEP		0.7%3.6%0.7%
QCOM		0.5%2.5%0.5%
CMCSA		0.4%2.3%0.4%
AMGN		0.4%4.8%0.4%
BMY		0.2%3.4%0.2%
KO		0.2%4.1%0.2%
UNH		0.1%3.9%0.1%
UPS		0.1%1.9%0.1%

Want to track these stocks?

Add them to your portfolio for real-time dividend tracking, alerts, and performance insights.

Create Portfolio
JEPQ vs SCHD Dividend Comparison | DRIP Tool | Dividend Wealth