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Head-to-head · ETF vs ETF
Schwab U.S. Dividend Equity ETF vs JPMorgan Equity Premium Income ETF
vs
ETF·NYSE
JPMorgan Equity Premium Income ETF JEPI
$57.08
▲ 0.40%
53 / 100 AI score
SCHD vs JEPI: the verdict
How SCHD and JEPI compare today, and what CleaRank Financial AI makes of it.
The verdict
CleaRank Financial AI favours
SCHD
SCHD
JEPI
94/100
AI score
53/100
+29.5%
1-year change
-0.7%
12.9%
Volatility (30d, yearly)
5.8%
67.7
RSI (14-day)
54.1
The verdict
Schwab U.S. Dividend Equity ETF (SCHD) comes out ahead on CleaRank's model, scoring 94/100 (Strong Buy) against 53/100 (Hold) for JPMorgan Equity Premium Income ETF (JEPI). The widest gap is the trend: for SCHD, the price is 8.91% above its 200-day average and 3.01% above its 50-day average, and the 50-day average is 5.77% above the 200-day.
Key difference
One-year performance also favours SCHD: the price rose 30.48% over the past year.
Outlook
SCHD's uptrend holds while it stays above its 50-day average at $34.08 and its 200-day at $32.22. JEPI sits between its 50-day average at $56.96 and its 200-day at $57.18.
Price, side by side
Both prices start at 0% on the first day of the period you pick, so the moves compare directly.
Rebased price
-2%0%+2%+4%+6%+6.3%+0.6%
Oct '26
-2%0%+2%+4%+6%+5.6%0%
Aug '26Sep '26Oct '26
0%+5%+10%+15%+13%+0.1%
May '26Jun '26Jul '26Aug '26Sep '26Oct '26
0%+10%+20%+30%+31%-0.7%
Nov '25Jan '26Mar '26Jun '26Aug '26Oct '26
-10%0%+10%+20%+30%+28%-1.3%
Sep '24Feb '25Jul '25Dec '25May '26Oct '26
Over 1 year: SCHD gained 30.6% and JEPI lost 0.7%, a gap of 31.3 points in SCHD's favour.
Key metrics
Size and recent performance for each.
Size and market performance
SCHD
JEPI
$107.9B
Size (net assets / market cap)
$45.3B
21.6M
Volume (shares, last session)
3.6M
96%
Position in 52-week range
41%
+3.0%
Price against 50-day average
+0.2%
Reading
SCHD is the cheaper fund to own. Its expense ratio is 0.06%, while JEPI's is 0.35%. On a $10,000 holding, SCHD costs $6.00 a year and JEPI costs $35.00. SCHD is also the bigger fund, with $107.9B in net assets against $45.3B for JEPI.
Momentum and sentiment
The indicators behind each AI score, side by side.
Indicators side by side
SCHD
JEPI
94/100
AI score
53/100
67.7
RSI (14-day)
54.1
+3.0%
Price against 50-day average
+0.2%
+8.9%
Price against 200-day average
-0.2%
Technicals
SCHD is in an uptrend, trading 3.01% above its 50-day average and 8.91% above its 200-day average. Its 14-day RSI is 71.7, in the overbought zone, with the MACD line positive. JEPI is in a mixed trend, trading 0.20% above its 50-day average and 0.17% below its 200-day average. Its 14-day RSI is 54.1, in the neutral zone, with the MACD line positive. SCHD sits higher in its 52-week range, at 98% against 41% for JEPI.
Sentiment
Over the past month SCHD gained 6.20%, and over three months it gained 5.50%. JEPI gained 0.56% over the past month but lost 0.02% over three months.
Risk and practical tips
How much each moves, how much return each has paid for that risk, and what to watch if you hold either.
Risk measures
SCHD
JEPI
12.9%
Volatility (30d, yearly)
5.8%
0.56
Sharpe ratio
-0.39
Risk
SCHD moves more on an average day, 0.81% against 0.37% for JEPI. Their worst falls in the price history were 33.0% for SCHD (January 2020 to March 2020) and 13.1% for JEPI (April 2022 to September 2022). On these measures together, SCHD is the riskier of the two.
ProTips
- For SCHD, watch the 52-week high at $35.45 above the price and the 20-day EMA at $34.15 below it.
- For JEPI, watch the 200-day SMA at $57.18 above the price and the 50-day SMA at $56.96 below it.
- Costs compound: SCHD charges $6.00 a year on $10,000 and JEPI $35.00.
SCHD vs JEPI: long-term scenarios
Simulated paths from each price history. A range of outcomes, not a forecast.
Simulated growth of $10,000
$10K$15K$20K$25K$26.5K$18.1K$15.6K$12.9K
2026202820302032
SCHD
JEPI
$9,164
Downside, 2032 (10th)
$9,149
$15,591
Base case, 2032 (median)
$12,851
$26,525
Upside, 2032 (90th)
$18,050
In the median simulated path, $10,000 in SCHD grows to about $15,600 and $10,000 in JEPI to about $12,900 by 2032. The paths come from each asset's own historical volatility and trend; they are statistical outcomes, not forecasts.
Trade plans for both
Entry, stop and target levels from each moving average and its volatility. Educational, not advice.
Actionable Trade Plans
Select Your Trade Bias
Risk Tolerance
Conservative
3%
Aggressive
Portfolio Value
$
✎
Position Size: $200 - $300 per asset
SCHD
Current: $35.12
ENTRY ZONES
Conservative
$33.36
Aggressive
$35.12
RISK MANAGEMENT
STOP LOSS
$32.36
MAX LOSS
-3%
Volatility-Adjusted Stop Loss
Calculated based on volatility and technical support levels.
Profit Targets (Based on Conservative)
+5% from current
$36.88
+10% from current
$38.63
+15% from current
$40.39
JEPI
Current: $57.08
ENTRY ZONES
Conservative
$54.23
Aggressive
$57.08
RISK MANAGEMENT
STOP LOSS
$52.60
MAX LOSS
-3%
Volatility-Adjusted Stop Loss
Calculated based on volatility and technical support levels.
Profit Targets (Based on Conservative)
+5% from current
$59.93
+10% from current
$62.79
+15% from current
$65.64
Calculate Your Trade
Disclaimer
The content is for educational purposes only. The verdict weighs trend, valuation and risk together. Trading involves risk of loss. Note: The AI favored SCHD based on its price trend, on today's data.
SCHD vs JEPI: questions people ask
Answered from the figures on this page.
Frequently Asked Questions
Which is better, SCHD or JEPI?+
On CleaRank's model SCHD scores higher, 94/100 (Strong Buy) against 53/100 (Hold) for JEPI. This describes the data on this page and is not a personal recommendation.
Which has performed better over the past year, SCHD or JEPI?+
SCHD has done better: its price rose 30.48% over the past year, while JEPI fell 0.66%.
Which is cheaper to own, SCHD or JEPI?+
SCHD is the cheaper fund to hold, with an expense ratio of 0.06% compared with 0.35% for JEPI.
Which pays more income, SCHD or JEPI?+
JEPI pays the higher yield, at 8.16% against 3.24% for SCHD. Yield is the payout divided by the price, so it moves whenever either of those does.
Which is riskier, SCHD or JEPI?+
SCHD is the riskier of the two on the measures we track. Average daily move: 0.81% for SCHD, 0.37% for JEPI. Worst fall in the price history: 33.0% for SCHD, 13.1% for JEPI.
Which has stronger momentum right now, SCHD or JEPI?+
SCHD has the higher 14-day RSI, 71.7 (overbought) against 54.1 (neutral) for JEPI. Both MACD lines are positive. Readings above 70 or below 30 mark stretched momentum.
Which fund is larger, SCHD or JEPI?+
SCHD is the bigger fund, with $107.9B in net assets versus $45.3B for JEPI.
How would $10,000 have grown in SCHD or JEPI?+
A $10,000 stake in SCHD invested in October 2016 would be worth $35,219 today. The same amount in JEPI, started in May 2020, would be worth $19,603. Because the starting dates differ, the end values do not compare directly.
Which is closer to its 52-week high, SCHD or JEPI?+
SCHD sits closer to its 52-week high than JEPI does: it is 0.51% below its high of $35.45, while JEPI is 4.71% below $59.90.