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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.

JEPI
JPMorgan Equity Premium Income ETF
26/100
SELL
$56.26 · -0.50% · Options Income / Buffered
Full ETF page →
VS
engine lead
SCHD
Schwab US Dividend Equity ETF
57/100
BUY
$33.99 · -0.29% · Dividend
Full ETF page →
Factor by factor — JEPI (left) vs SCHD (right)
38
Technical
70
45
Momentum
49
48
Fundamental
49
34
Options
62
35
Microstructure
42
Trailing performance — JEPI (left) vs SCHD (right)
-2.5%
6-month return
+10.0%
-0.4%
1-year return
+24.2%
-8.5%
5-year return
+33.9%
Holdings overlap — 6.4% by weight · 10 shared positions
1.45%
1.82%
1.23%
2.93%
1.19%
3.44%
0.60%
5.90%
0.39%
2.90%
0.38%
3.51%
0.36%
3.65%
0.29%
0.38%
Largest JEPI-only positions: ABBV 1.72% · HWM 1.68% · TT 1.60% · LRCX 1.56% · NVDA 1.52%
Largest SCHD-only positions: QCOM 6.74% · CVX 3.83% · AMGN 3.47% · ABT 2.96% · LMT 2.70%

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 26/100 (sell) and Schwab US Dividend Equity ETF (SCHD) at 57/100 (buy). SCHD carries the stronger composite read by 31 points, led by technical at 70/100. JEPI's strongest leg is fundamental at 48/100. On trailing price performance, SCHD leads over the last year (+24.2% vs -0.4% 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.

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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