Which returned more over the last year, JEPQ or SCHD?

In the year to Sep 4, 2026, with distributions reinvested, JEPQ returned +20.7% and SCHD returned +30.3%, so SCHD returned more. One year is one year; the longer windows are in the table.

Which is cheaper, JEPQ or SCHD?

JEPQ charges 0.35% a year and SCHD charges 0.06%, so SCHD is cheaper. Fees come from each fund's prospectus.

Are JEPQ and SCHD the same kind of fund?

No. JEPQ is an option-income ETF and SCHD is an index ETF, so they are built for different jobs. The table compares what both publish: return, cost and what each actually holds.

Data as of Sep 4, 2026. Both funds on the fields they both publish, from the same sources.

JEPQ vs SCHD

Name: ETFIQ comparison of JEPQ and SCHD
Creator: ETFIQ
License: https://etfiq.com/standards/

JPMorgan Nasdaq Equity Premium Income ETF and Schwab U.S. Dividend Equity ETF.

JEPQ and SCHD on the fields both publish, as of Sep 4, 2026. Source: ETFIQ.
	JEPQ JPMorgan Nasdaq Equity Premium Income ETF	SCHD Schwab U.S. Dividend Equity ETF
Where it sits	Income desk	Core fund
Issuer	JPMorgan	Schwab
What it is	covered call, vs QQQ	US dividend
Total return, 1 year	+20.7%	+30.3%
S&P 500 over the same days	+25.6%	+20.0%
Gap to the S&P 500	−4.9 pts	+10.3 pts
Cash paid, 1 year	12.2%	not an income fund
Expense ratio	0.35%	0.06%
Holdings	n/a	99

JEPQ in plain words

Over the year to Sep 4, 2026, JEPQ paid 12.2% of its starting value in cash distributions while its price rose 7.6%. With every distribution reinvested, the fund returned +20.7%. Nasdaq-100 (QQQ) returned +25.6% over the same days, so a holder was behind by 4.9 pts. At its price on Sep 4, 2026 the latest distribution annualises to 13.7%, paid monthly.

SCHD in plain words

SCHD is a index equity fund tracking US dividend. Over the year to Sep 4, 2026 it returned +30.3% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for May 31, 2026, 95% of the fund by weight is stocks the S&P 500 also holds, across 99 positions, with the top ten at 43.7%.

Questions people ask

Which returned more over the last year, JEPQ or SCHD?: In the year to Sep 4, 2026, with distributions reinvested, JEPQ returned +20.7% and SCHD returned +30.3%, so SCHD returned more. One year is one year; the longer windows are in the table.
Which is cheaper, JEPQ or SCHD?: JEPQ charges 0.35% a year and SCHD charges 0.06%, so SCHD is cheaper. Fees come from each fund's prospectus.
Are JEPQ and SCHD the same kind of fund?: No. JEPQ is an option-income ETF and SCHD is an index ETF, so they are built for different jobs. The table compares what both publish: return, cost and what each actually holds.

Other comparisons

Where to next

Cite this page. ETFIQ, JEPQ against SCHD, data as of Sep 4, 2026. https://etfiq.com/compare/any/JEPQ-SCHD.html Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. ETFIQ publishes the same fields for every fund and suggests no allocation. Standards and sources