Compare · 4 funds side by side · dividends reinvested

AMDY, TIZE, JEPQ and SCHD

AMDYYieldMax×TIZETCW×JEPQJ.P. Morgan×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

AMDY, TIZE, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

YieldMax AMD Option Income Strategy ETFIncome · Dividend stocks1.00%88.29%+75.5%+51.0%+40.4%[…]−35.3%63.3%$350M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.4

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M3.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AMDY 2023 · TIZE 2021 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

TIZE

TCW Securitized Income ETF · $31M[…]

$10,000 five years ago, dividends reinvested

SCHDMeasureTIZE

+31.4%Year to dateJan 1 → Nov 6[…]

+37.0%1 yearTotal return[…]

+20.0%3 years · per year$10,000 became $17,266 · […][…]

+10.2%5 years · per year$10,000 became $16,267 · […][…]

0.06%Expense ratio$6 · $40 a year on $10k · lower is better0.40%

3.00%Trailing 12-mo yield$300 · $76 a year on $10k0.76%

−6.9%Worst dropSmaller is better[…]

11.7%VolatilityLower is calmer[…]

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

2–0SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs TIZE: Top 5 Holdings

Today

SCHD

21.4%in top 5

TIZE

in top 5[…]

SCHDStockTIZE

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

SCHD vs TIZE Returns, Every Period

SchwabSCHD

+37.0%

past year

TIZETCW

[…]

past year

Returns […]

SCHDTIZEFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCHD vs AMDY

YTD

SchwabSCHD

+31.4%

AMDYYieldMax

+75.5%

+31.4%Year to date+75.5%

−6.9%Worst drop · 1Y−35.3%

11.7%Volatility · 1Y63.3%

3.0%Yield88.3%

$120BAssets$350M

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AMDY, TIZE, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

TIZE0.40%$40

AMDY1.00%$100

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AMDY, TIZE, JEPQ, SCHD

88.29%highest, AMDY

FundTrailing yieldYield$10k

AMDY88.29%$8,829

JEPQ12.79%$1,279

SCHD3.00%$300

TIZE0.76%$76

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$8,729most kept, AMDY

AMDY$8,829 − $100 = $8,729

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

TIZE$76 − $40 = $36

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: AMDY, TIZE, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

AMDYTIZEJEPQSCHD

AMDY—[…][…][…]

TIZE[…]—[…][…]

JEPQ[…][…]—3.8%

SCHD[…][…]3.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+51.0%AMDY, at 63.3% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.7% vol

AMDYWorst drop−35.3%63.3% vol

TIZEWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

AMDYSCHD

+75.5%Year to date+31.4%

88.3%Yield3.0%

+51.0%Past year+37.0%

1.00%Fee0.06%

3–1AMDY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026