Compare/Updated Oct 26, 2026, refreshed every trading day
JEPI vs SCHD
JPMorgan Equity Premium Income ETF against Schwab U.S. Dividend Equity ETF: 4 years of returns, risk and today’s technical read, from Kavout’s own data.
SCHD did better over the period: $1,000 invested on October 28, 2022 grew to $1,649, versus $1,452 for JEPI—a 64.9% gain compared with 45.2%. SCHD’s advantage also appeared across the shorter periods, including 1-year returns of 35.2% versus 7.5% and 3-year returns of 67.2% versus 34.7%. The trade-off was higher risk: SCHD’s 12-month volatility was 11.3% versus JEPI’s 7.9%, and its worst drawdown was -16.1% versus -13.3%. JEPI’s lower-volatility profile came with a higher 0.35% expense ratio, compared with 0.06% for SCHD. Their daily moves were correlated at 0.804, but JEPI moved only 0.59% for each 1% move in SCHD. Thus, SCHD delivered stronger growth, while JEPI offered a smoother ride.
- Price is above its 200-day average ($56); 50-day at $57.
- RSI 52, neutral. Supertrend says buy. ADX 23, so the trend is developing.
- Price is above its 200-day average ($32); 50-day at $34.
- RSI 73, overbought. Supertrend says buy. ADX 33, so the trend is strong.
Head to head
Which has returned more, JEPI or SCHD?
JEPI beat SCHD in 25 of the last 48 months; SCHD won the other 23. The typical monthly gap was 1.98 points.
Total return by period
Which is riskier?
JEPI: Feb 19, 2025 to Apr 8, 2025; SCHD: Nov 29, 2024 to Apr 8, 2025
- 0.804
- correlation of daily moves, 4 years
- 0.59
- JEPI move per 1% in SCHD
- 0.607
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 1.98 points.
When did they diverge?
| Month | JEPI | SCHD | Gap |
|---|---|---|---|
| October 2026 | +1.7% | +8.4% | -6.69 pts |
| January 2026 | +2.3% | +8.7% | -6.39 pts |
| April 2025 | -2.0% | -7.7% | +5.64 pts |
| September 2026 | -1.6% | -6.0% | +4.42 pts |
Where the numbers come from. 1000 daily adjusted closes per fund from the Kavout market-data API, dividends included. Signals and indicators are Kavout’s own, refreshed nightly. Every figure is calculated from those adjusted closes.
Holdings and fees
What do you actually own with JEPI and SCHD?
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