Compare · 3 funds side by side · dividends reinvested

AIOO, JEPI and SCHD

AIOOAllianzIM×JEPIJ.P. Morgan×SCHDSchwab×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the three · RiskSmallest drop

AIOO, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B1.9

AllianzIM U.S. Equity Buffer100 Protection ETFDefined Outcome · Buffer0.64%0.00%+2.7%+2.7%[…][…]−0.7%2.1%$69M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: AIOO 2025 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

AllianzIM U.S. Equity Buffer100 Protection ETF · $69M[…]

AIOO

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

$10,000 five years ago, dividends reinvested

AIOOMeasure

More Ways to See the Pairs

AIOO vs SCHD: Top 5 Holdings

Today

AIOO

[…]in top 5

SCHD

in top 521.8%

AIOOStockSCHD

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: AIOO, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

AIOO0.64%$64

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: AIOO, JEPI, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

SCHD

+2.7%Year to dateJan 1 → Nov 13+34.9%

+2.7%1 yearTotal return+37.5%

[…]3 years · per year$10,000 became […] · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.64%Expense ratio$64 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $292 a year on $10k2.92%

−0.7%Worst dropSmaller is better−6.9%

2.1%VolatilityLower is calmer11.7%

AIOOSCHD Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

AIOO vs SCHD Returns, Every Period

1Y

AllianzIMAIOO

+2.7%

past year

SCHDSchwab

+37.5%

past year

AIOOSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: AIOO vs JEPI

YTD

AllianzIMAIOO

+2.7%

JEPIJ.P. Morgan

+8.2%

+2.7%Year to date+8.2%

−0.7%Worst drop · 1Y−6.7%

2.1%Volatility · 1Y9.0%

0.0%Yield7.9%

$68.7MAssets$47.3B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

SCHD2.92%$292

AIOO0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

SCHD$292 − $6 = $286

AIOO$0 − $64 = −$64

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: AIOO, JEPI, SCHD

Today

8.5%most shared, JEPI and SCHD

AIOOJEPISCHD

AIOO—[…][…]

JEPI[…]—8.5%

SCHD[…]8.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

AIOOWorst drop−0.7%2.1% vol

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.2%Year to date+34.9%

7.9%Yield2.9%

+9.6%Past year+37.5%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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AIOO, JEPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three