Compare/Updated Oct 26, 2026, refreshed every trading day
JEPQ vs SCHD
JPMorgan Nasdaq 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.
JEPQ did better over the period: $1,000 invested on October 28, 2022 would be worth $2,115 versus $1,649 for SCHD, a total-return advantage of 111.5% versus 64.9%. JEPQ also beat SCHD in 30 of the last 48 months, although SCHD had stronger recent performance, including 31.8% YTD and 35.2% over one year versus JEPQ’s 9.9% and 13.7%. The trade-off is risk and cost: JEPQ’s 12-month volatility was 14.9% and worst drawdown was -20.1%, compared with 11.3% volatility and a -16.1% drawdown for SCHD. JEPQ’s 0.35% expense ratio is also substantially higher than SCHD’s 0.06%. Their 0.467 correlation indicates meaningful but limited overlap.
- Price is above its 200-day average ($56); 50-day at $59.
- RSI 36, neutral. Supertrend says sell. ADX 29, so the trend is strong.
- 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, JEPQ or SCHD?
JEPQ beat SCHD in 30 of the last 48 months; SCHD won the other 18. The typical monthly gap was 2.87 points.
Total return by period
Which is riskier?
JEPQ: Feb 19, 2025 to Apr 8, 2025; SCHD: Nov 29, 2024 to Apr 8, 2025
- 0.467
- correlation of daily moves, 4 years
- 0.54
- JEPQ move per 1% in SCHD
- -0.033
- correlation, last 12 months
Month by month
Of the last 48 months. The typical gap was 2.87 points.
When did they diverge?
| Month | JEPQ | SCHD | Gap |
|---|---|---|---|
| October 2026 | -3.7% | +8.4% | -12.15 pts |
| September 2026 | +4.1% | -6.0% | +10.13 pts |
| July 2026 | -4.2% | +5.5% | -9.76 pts |
| July 2024 | -2.5% | +6.2% | -8.67 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 JEPQ and SCHD?
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