Is JEPI or SCHD better?

Based on our analysis, SCHD wins on 7 out of 10 metrics compared. However, the best ETF depends on your specific investment goals, time horizon, and risk tolerance.

Which is cheaper, JEPI or SCHD?

SCHD has the lower expense ratio at 0.06%, compared to 0.35% for JEPI.

Compare/JEPI vs SCHD

JEPI vs SCHD — ETF Comparison

Q: What is the difference between JEPI and SCHD?

JEPI (JPMorgan Equity Premium Income ETF) and SCHD (Schwab U.S. Dividend Equity ETF) differ in expense ratio (0.35% vs 0.06%) and AUM ($45.55B vs $110.56B). See the full comparison above for performance, holdings, and sector differences.

JPMorgan Equity Premium Income ETF (JEPI) and Schwab U.S. Dividend Equity ETF (SCHD) differ in expense ratio (0.35% vs 0.06%) and AUM ($45.55B vs $110.56B). Here's how they compare across all key metrics.

Performance Comparison

Quick Verdict

SCHD wins on 7 out of 10 metrics. SCHD has a lower expense ratio (0.06%). JEPI has higher AUM ($45.55B).

Basic Information

Metric

JEPI

SCHD

Fund Name

JPMorgan Equity Premium Income ETF

Schwab U.S. Dividend Equity ETF

Issuer

J.P. Morgan

Schwab

Inception Date

May 20, 2020

Oct 20, 2011

Expense Ratio

0.35%

0.06%

AUM

$45.55B

$110.56B

Holdings Count

136

102

Current Price

$56.91

$33.38

Today's Change

-0.09%

+0.35%

Dividend Yield

8.04%

3.19%

Performance Comparison

Period

JEPI

SCHD

+0.71%

-2.81%

+0.51%

+3.20%

-1.18%

+8.33%

YTD

-0.72%

+20.36%

+0.64%

+25.33%

+5.53%

+40.72%

-6.63%

+30.61%

Top Holdings

JEPI Holdings

MSFTMICROSOFT CORP COMMON

2.04%

AAPLAPPLE INC COMMON STOCK

1.94%

NVDANVIDIA CORP COMMON STOCK

1.93%

AMZNAMAZON.COM INC COMMON

1.86%

TRANE TECHNOLOGIES PLC

1.86%

METAMETA PLATFORMS INC

1.85%

JPMORGAN PRIME MONEY

1.84%

MAMASTERCARD INC COMMON

1.79%

GOOGLALPHABET INC-CL A -

1.75%

ABBVABBVIE INC COMMON STOCK

1.75%

SCHD Holdings

TXNTEXAS INSTRUMENT INC

4.74%

QCOMQUALCOMM

4.34%

PGPROCTER & GAMBLE

4.27%

CVXCHEVRON

4.19%

KOCOCA-COLA

4.17%

COPCONOCOPHILLIPS

4.09%

MRKMERCK & CO INC

3.93%

UNHUNITEDHEALTH GROUP

3.89%

HDHOME DEPOT

3.89%

VZVERIZON COMMUNICATIONS INC

3.87%

Sector Allocation

JEPI Sectors

Cash & Others17.26%

Technology16.89%

Healthcare11.33%

Industrials10.52%

Financial Services9.22%

Consumer Cyclical8.64%

Consumer Defensive7.89%

Communication Services7.60%

Utilities4.50%

Energy2.88%

Real Estate1.95%

Basic Materials1.34%

SCHD Sectors

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%

Frequently Asked Questions

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