SCHB vs JEPI
Comparison between SCHWAB U.S. BROAD MARKET ETF (SCHB, ETF) and JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI, ETF).
5-Year PerformanceSCHB has outperformed JEPI, delivering a return of +12.7% compared to +7.5%
SCHB vs JEPI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHB
$43B
Winner
JEPI
$45B
Expense Ratio
Winner
SCHB
0.03%
JEPI
0.35%
Max Drawdown
SCHB
35.27%
Winner
JEPI
20.01%
Sharpe Ratio
Winner
SCHB
1.54
JEPI
0.55
5Y Beta
SCHB
0.98
Winner
JEPI
0.58
P/E Ratio
SCHB
26.05
Winner
JEPI
26.05
Forward P/E
Winner
SCHB
20.05
JEPI
20.71
PEG Ratio
SCHB
N/A
JEPI
0.72
5Y Dividends CAGR
Winner
SCHB
4.16%
JEPI
1.11%
5Y EPS CAGR
Winner
SCHB
24.06%
JEPI
16.28%
Debt to Equity
SCHB
29.28%
Winner
JEPI
-14.70%
P/S Ratio
Winner
SCHB
3.10
JEPI
3.40
P/B Ratio
Winner
SCHB
4.70
JEPI
5.31
SCHB vs JEPI - Holdings Comparison
SCHB and JEPI have 106 common holdings. Overlap is 32.27%
SCHB's top 25 holdings weight is 45.65%. JEPI's top 25 holdings weight is 37.23%.
| Rank | SCHB | JEPI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.89% | BROADCOM INC (AVGO) - 1.92% |
| #2 | APPLE INC (AAPL) - 6.03% | NVIDIA CORP (NVDA) - 1.73% |
| #3 | MICROSOFT CORP (MSFT) - 5.42% | APPLE INC (AAPL) - 1.69% |
| #4 | AMAZON.COM INC (AMZN) - 3.38% | ROSS STORES INC (ROST) - 1.66% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.74% | EATON CORP PLC (ETN) - 1.63% |
| #6 | BROADCOM INC (AVGO) - 2.47% | AMAZON.COM INC (AMZN) - 1.62% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.20% | HOWMET AEROSPACE INC (HWM) - 1.61% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.17% | EOG RESOURCES INC (EOG) - 1.59% |
| #9 | TESLA INC (TSLA) - 2.04% | ALPHABET INC CLASS A (GOOGL) - 1.56% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.54% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.33% | ABBVIE INC (ABBV) - 1.51% |
| #12 | ELI LILLY AND CO (LLY) - 1.27% | MICROSOFT CORP (MSFT) - 1.50% |
| #13 | VISA INC CLASS A (V) - 0.89% | JOHNSON & JOHNSON (JNJ) - 1.49% |
| #14 | EXXON MOBIL CORP (XOM) - 0.75% | NEXTERA ENERGY INC (NEE) - 1.49% |
| #15 | JOHNSON & JOHNSON (JNJ) - 0.74% | CADENCE DESIGN SYSTEMS INC (CDNS) - 1.47% |
| #16 | WALMART INC (WMT) - 0.73% | 3M CO (MMM) - 1.37% |
| #17 | MASTERCARD INC CLASS A (MA) - 0.71% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.36% |
| #18 | n/a (PLTR) - 0.66% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.34% |
| #19 | ABBVIE INC (ABBV) - 0.61% | VISA INC CLASS A (V) - 1.34% |
| #20 | NETFLIX INC (NFLX) - 0.59% | RTX CORP (RTX) - 1.33% |
| #21 | COSTCO WHOLESALE CORP (COST) - 0.57% | THE WALT DISNEY CO (DIS) - 1.32% |
| #22 | BANK OF AMERICA CORP (BAC) - 0.56% | AMERICAN EXPRESS CO (AXP) - 1.31% |
| #23 | ADVANCED MICRO DEVICES INC (AMD) - 0.52% | YUM BRANDS INC (YUM) - 1.30% |
| #24 | THE HOME DEPOT INC (HD) - 0.51% | PEPSICO INC (PEP) - 1.28% |
| #25 | PROCTER & GAMBLE CO (PG) - 0.50% | MASTERCARD INC CLASS A (MA) - 1.27% |
| Total Holdings | 2100 | 126 |
SCHB vs JEPI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHB
+2.71%
JEPI
+1.57%
3M
Winner
SCHB
+13.62%
JEPI
+0.09%
6M
Winner
SCHB
+11.89%
JEPI
+1.71%
1Y
Winner
SCHB
+27.19%
JEPI
+8.57%
5Y(CAGR)
Winner
SCHB
+12.68%
JEPI
+7.55%
10Y(CAGR)
SCHB
+15.22%
JEPI
N/A
Max(CAGR)
Winner
SCHB
+14.47%
JEPI
+11.09%
SCHB vs JEPI - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | SCHB | JEPI |
|---|---|---|
| 2026 | +11.25% | +1.75% |
| 2025 | +17.15% | +8.18% |
| 2024 | +24.73% | +12.29% |
| 2023 | +26.77% | +9.85% |
| 2022 | -19.93% | -3.09% |
| 2021 | +27.54% | +22.85% |
| 2020 | +19.76% | +18.59% |
| 2019 | +30.74% | N/A |
| 2018 | -6.12% | N/A |
| 2017 | +20.37% | N/A |
| 2016 | +14.36% | N/A |
| 2015 | +0.51% | N/A |
| 2014 | +13.72% | N/A |
| 2013 | +30.06% | N/A |
| 2012 | +14.75% | N/A |
| 2011 | +0.25% | N/A |
| 2010 | +15.16% | N/A |
| 2009 | +7.53% | N/A |
SCHB vs JEPI Drawdown Comparison
The maximum drawdown for SCHB was -35.27%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The maximum drawdown for JEPI was -13.72%, occurring on Sep 30, 2022. Recovery took 291 trading sessions.
The current SCHB drawdown is -0.44%. The current JEPI drawdown is -3.17%.
| Rank | SCHB | JEPI |
|---|---|---|
| #1 | -35.27% Feb 19, 2020 - Aug 12, 2020 | -13.72% Apr 20, 2022 - Jun 16, 2023 |
| #2 | -25.40% Dec 27, 2021 - Dec 18, 2023 | -13.26% Feb 19, 2025 - Aug 22, 2025 |
| #3 | -20.19% Sep 20, 2018 - Apr 23, 2019 | -7.11% Dec 31, 2021 - Apr 8, 2022 |
| #4 | -20.09% Apr 29, 2011 - Feb 8, 2012 | -6.70% Sep 14, 2023 - Dec 1, 2023 |
| #5 | -19.34% Feb 19, 2025 - Jun 27, 2025 | -6.68% Feb 27, 2026 - Mar 27, 2026 |
| #6 | -15.90% Apr 23, 2010 - Nov 4, 2010 | -4.92% Nov 29, 2024 - Feb 19, 2025 |
| #7 | -15.06% Jun 23, 2015 - Jun 7, 2016 | -4.52% Sep 2, 2021 - Oct 26, 2021 |
| #8 | -10.01% Apr 2, 2012 - Aug 16, 2012 | -4.15% Oct 12, 2020 - Nov 5, 2020 |
| #9 | -9.85% Jan 26, 2018 - Jul 25, 2018 | -3.86% Jul 31, 2024 - Aug 15, 2024 |
| #10 | -9.26% Sep 2, 2020 - Nov 9, 2020 | -3.59% Mar 28, 2024 - May 15, 2024 |
| #11 | -8.91% Jan 27, 2026 - Apr 14, 2026 | -3.58% Sep 2, 2020 - Oct 7, 2020 |
| #12 | -8.53% Jul 16, 2024 - Sep 19, 2024 | -3.37% Jun 3, 2020 - Jul 6, 2020 |
| #13 | -7.90% Jan 19, 2010 - Mar 9, 2010 | -3.23% Nov 16, 2021 - Dec 7, 2021 |
| #14 | -7.58% Sep 14, 2012 - Jan 2, 2013 | -2.83% Jan 25, 2021 - Feb 18, 2021 |
| #15 | -7.53% Sep 18, 2014 - Oct 31, 2014 | -2.57% Feb 18, 2021 - Mar 9, 2021 |
Correlation
Correlation between SCHB and JEPI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2009 - 2026)
SCHB vs JEPI dividend yield comparison.
| Year | SCHB | JEPI |
|---|---|---|
| 2026 | 0.24% | 3.46% |
| 2025 | 1.11% | 8.25% |
| 2024 | 1.24% | 7.33% |
| 2023 | 1.40% | 8.40% |
| 2022 | 1.61% | 11.68% |
| 2021 | 1.21% | 6.59% |
| 2020 | 1.63% | 5.79% |
| 2019 | 1.80% | 0.00% |
| 2018 | 2.00% | 0.00% |
| 2017 | 1.65% | 0.00% |
| 2016 | 1.86% | 0.00% |
| 2015 | 2.00% | 0.00% |
| 2014 | 1.72% | 0.00% |
| 2013 | 1.63% | 0.00% |
| 2012 | 2.13% | 0.00% |
| 2011 | 1.88% | 0.00% |
| 2010 | 1.46% | 0.00% |
| 2009 | 0.23% | 0.00% |
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