Compare · 3 funds side by side · dividends reinvested

AMDY, JEPQ and SCHD

AMDYYieldMax×JEPQJ.P. Morgan×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

AMDY, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.6

YieldMax AMD Option Income Strategy ETFIncome · Dividend stocks1.00%99.83%+58.2%+39.0%+39.3%[…]−35.3%62.4%$425M1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: AMDY 2023 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax AMD Option Income Strategy ETF · $425M[…]

AMDY

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested

AMDYMeasureJEPQ

+58.2%Year to dateJan 1 → Nov 5+8.5%

+39.0%1 yearTotal return+9.3%

+39.3%3 years · per year$10,000 became $27,010 · $17,406+20.3%

[…]5 years · per year[…]

1.00%Expense ratio$100 · $35 a year on $10k · lower is better0.35%

99.83%Trailing 12-mo yield$9,983 · $1,217 a year on $10k12.17%

−35.3%Worst dropSmaller is better−8.8%

62.4%VolatilityLower is calmer15.5%

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

4–3AMDY wins

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

More Ways to See the Pairs

AMDY vs JEPQ: Top 5 Holdings

Today

AMDY

[…]in top 5

JEPQ

in top 528.3%

AMDYStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

AMDY vs JEPQ Returns, Every Period

YieldMaxAMDY

+39.0%

past year

JEPQJ.P. Morgan

+9.3%

past year

AMDYJEPQFaded: behind in that period

3–0AMDY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

AMDY vs JEPQ

YTD

YieldMaxAMDY

+58.2%

JEPQJ.P. Morgan

+8.5%

+58.2%Year to date+8.5%

−35.3%Worst drop · 1Y−8.8%

62.4%Volatility · 1Y15.5%

99.8%Yield12.2%

$425MAssets$42.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMDY, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

AMDY1.00%$100

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: AMDY, JEPQ, SCHD

99.83%highest, AMDY

FundTrailing yieldYield$10k

AMDY99.83%$9,983

JEPQ12.17%$1,217

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$9,883most kept, AMDY

AMDY$9,983 − $100 = $9,883

JEPQ$1,217 − $35 = $1,182

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: AMDY, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

AMDYJEPQSCHD

AMDY—[…][…]

JEPQ[…]—3.8%

SCHD[…]3.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.0%AMDY, at 62.4% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−8.8%15.5% vol

AMDYWorst drop−35.3%62.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

AMDYSCHD

+58.2%Year to date+32.3%

99.8%Yield3.0%

+39.0%Past year+38.7%

1.00%Fee0.06%

3–1AMDY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026