Is JEPI or SCHD better?

Based on our analysis, SCHD wins on 9 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 ($44.12B vs $96.41B). 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 ($44.12B vs $96.41B). Here's how they compare across all key metrics.

Performance Comparison

Quick Verdict

SCHD wins on 9 out of 10 metrics. SCHD has a lower expense ratio (0.06%). SCHD has higher AUM ($96.41B).

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

$44.12B

$96.41B

Holdings Count

133

103

Current Price

$55.98

$32.77

Today's Change

+0.31%

+0.75%

Dividend Yield

8.16%

3.38%

Performance Comparison

Period

JEPI

SCHD

+0.27%

+3.47%

-2.69%

+6.32%

-2.57%

+19.48%

YTD

-2.23%

+18.36%

-0.39%

+21.92%

+2.26%

+34.22%

-6.83%

+28.02%

Top Holdings

JEPI Holdings

ROSTROSS STORES INC COMMON

1.76%

HWMHOWMET AEROSPACE INC

1.68%

JNJJOHNSON & COMMON

1.58%

NVDANVIDIA CORP COMMON STOCK

1.58%

AAPLAPPLE INC COMMON STOCK

1.57%

ABBVABBVIE INC COMMON STOCK

1.56%

EOGEOG RESOURCES INC COMMON

1.55%

GOOGLALPHABET INC-CL A -

1.53%

TRANE TECHNOLOGIES PLC

1.53%

EATON CORP PLC COMMON

1.52%

SCHD Holdings

TXNTEXAS INSTRUMENT INC

5.75%

QCOMQUALCOMM INC

5.46%

UNHUNITEDHEALTH GROUP INC

5.44%

KOCOCA-COLA

4.14%

MRKMERCK & CO INC

3.93%

CVXCHEVRON CORP

3.91%

PGPROCTER & GAMBLE

3.67%

AMGNAMGEN INC

3.66%

VZVERIZON COMMUNICATIONS INC

3.59%

COPCONOCOPHILLIPS

3.56%

Sector Allocation

JEPI Sectors

Cash & Others20.57%

Technology14.30%

Healthcare12.05%

Consumer Cyclical9.85%

Industrials9.37%

Consumer Defensive8.08%

Financial Services7.51%

Communication Services6.27%

Utilities4.73%

Real Estate2.87%

Energy2.81%

Basic Materials1.61%

SCHD Sectors

Technology19.36%

Consumer Defensive18.47%

Healthcare18.35%

Energy14.59%

Financial Services9.06%

Industrials7.36%

Consumer Cyclical6.72%

Communication Services6.04%

Utilities0.04%

Cash & Others0.01%

Frequently Asked Questions

More Comparisons

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