Two funds head-to-head: live engine reads, trailing performance, and holdings overlap from SEC filings. An engine-read comparison — not a recommendation.
From each fund's SEC N-PORT filing (2026-08-28 / 2026-07-24), computed on the 84 of 112 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 25/100 (sell) and Schwab US Dividend Equity ETF (SCHD) at 45/100 (neutral). SCHD carries the stronger composite read by 20 points, led by options at 70/100. JEPI's strongest leg is momentum at 50/100. On trailing price performance, SCHD leads over the last year (+19.7% vs -1.3% for JEPI). By filed portfolio weights, at least 6.4% of the two funds overlaps across 10 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