JEPI vs. SCHD — ETF comparison tool (2024)

FAQs

Which ETF is better than JEPI? ›

JEPI is up 6.94% year-to-date (YTD) with +$2.34B in YTD flows. JEPQ performs better with 15.8% YTD performance, and +$5.78B in YTD flows.

JEPI RISK SUMMARY: The price of equity securities may fluctuate rapidly or unpredictably due to factors affecting individual companies, as well as changes in economic or political conditions. These price movements may result in loss of your investment.

This difference is by design, as SCHD focuses on high-yielding dividend stocks, while VIG focuses on companies that are increasing their dividends. Performance: VIG outperforms SCHD in the short term. Long-term returns for both funds are similar.

The JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) is ideal for those looking for a steady income. The JEPI ETF hedges risk with the stability of U.S. large-cap stocks, managing a low-volatility portfolio of some of the best S&P 500 stocks.

Currently there's no upside potential for JEPI, based on the analysts' average price target. Is JEPI a Buy, Sell or Hold? JEPI has a consensus rating of Moderate Buy which is based on 101 buy ratings, 18 hold ratings and 0 sell ratings.

The biggest driver of investor interest has been its strong and consistent track record. On an annual basis, almost like clockwork, SCHD has performed in the top 1/3 of its Morningstar category and had done so far a decade straight. That is, until 2023.

The fund comfortably and consistently beats the Russell 1000 Value Index in profitability metrics like return on invested capital. Entering March 2024, nearly 65% of the portfolio represented stocks with wide Morningstar Economic Moat Ratings, a higher share than 96% of Morningstar Category peers.

First, Vanguard offers VYM, and Charles Schwab offers SCHD. Both are some of the most well-known investment companies today and are great choices. The second difference is the diversification strategy. VYM uses the FTSE High Dividend Yield Index, and SCHD uses the Dow Jones U.S Dividend 100 Index.

SCHD is the gold standard of dividend exchange-traded funds. SCHD offers an opportunity to invest outside of the most concentrated sectors of large equity indices at a low cost. In fact, SCHD could be an opportunity to diversify your core holdings of equity funds as major indices become more and more concentrated.

What is the best high dividend ETF for retirees? ›

JEPI has a dividend yield of 7.10% and paid $4.19 per share in the past year. The dividend is paid every month and the last ex-dividend date was Sep 3, 2024.

SPYI is more expensive with a Total Expense Ratio (TER) of 0.68%, versus 0.35% for JEPI. SPYI is up 12.15% year-to-date (YTD) with +$1.11B in YTD flows. JEPI performs worse with 6.69% YTD performance, and +$2.39B in YTD flows.

JEPI is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.6% for QYLD. JEPI is up 6.69% year-to-date (YTD) with +$2.39B in YTD flows. QYLD performs better with 9.16% YTD performance, and +$274M in YTD flows.

JEPQ is less expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.35% for JEPI. JEPQ is up 15.73% year-to-date (YTD) with +$5.90B in YTD flows. JEPI performs worse with 6.97% YTD performance, and +$2.32B in YTD flows.

XYLD is more expensive with a Total Expense Ratio (TER) of 0.6%, versus 0.35% for JEPI. XYLD is up 7.83% year-to-date (YTD) with +$4M in YTD flows. JEPI performs worse with 7.74% YTD performance, and +$2.38B in YTD flows.