Do JEPI and SCHD overlap?

Yes — at least 6.5% of the two funds overlaps by portfolio weight across 8 shared positions, computed from each fund's SEC N-PORT filings.

Which has performed better over the last year, JEPI or SCHD?

SCHD — 25.5% vs 1.9% trailing 1-year price return. Past performance does not predict future results.

JEPI vs SCHD ETF Comparison — Overlap, Performance & Live Signal

JEPI vs SCHD — ETF comparison

Two funds head-to-head: live engine reads, trailing performance, and holdings overlap from SEC filings. An engine-read comparison — not a recommendation.

Factor by factor — JEPI (left) vs SCHD (right)

Technical

Momentum

Fundamental

Options

Microstructure

Trailing performance — JEPI (left) vs SCHD (right)

-2.6%

6-month return

+8.5%

+1.9%

1-year return

+25.5%

-7.6%

5-year return

+32.6%

Holdings overlap — 6.5% by weight · 8 shared positions

1.69%

EOG

1.82%

1.43%

PEP

3.44%

1.15%

BMY

2.93%

0.64%

ACN

2.90%

0.59%

TXN

5.90%

0.46%

COP

3.51%

0.29%

BBY

0.38%

0.23%

2.94%

Largest JEPI-only positions: ROST 1.71% · NEE 1.64% · HWM 1.59% · ABBV 1.56% · RTX 1.51%

Largest SCHD-only positions: QCOM 6.74% · CVX 3.83% · VZ 3.65% · AMGN 3.47% · ABT 2.96%

From each fund's SEC N-PORT filing (2026-05-29 / 2026-07-24), computed on the 78 of 104 and 74 of 99 equity positions matched to the QuantLogix stock universe — a lower bound, never an estimate.

QuantLogix's 5-factor engine currently reads JPMorgan Equity Premium Income ETF (JEPI) at 40/100 (sell) and Schwab US Dividend Equity ETF (SCHD) at 74/100 (strong buy). SCHD carries the stronger composite read by 34 points, led by technical at 78/100. JEPI's strongest leg is options at 82/100. On trailing price performance, SCHD leads over the last year (+25.5% vs +1.9% for JEPI). By filed portfolio weights, at least 6.5% of the two funds overlaps across 8 shared positions. Signals recompute throughout the trading day — the balance can shift with the tape.

🤖 Want the deeper take? Pro runs a 10-agent AI debate on either name — 5 analysts, bull vs bear, a risk read, and a trader's verdict. See Pro →

Educational market analysis, not investment advice. QuantLogix does not provide personalized recommendations. JEPI ETF page · SCHD ETF page · ETF rankings · Equities Network · Verified track record