Compare · 3 funds side by side · dividends reinvested

BITY, JEPI and SCHD

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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 incomeBITY · 32.42% · $3,242 a year on $10k

Story of the three · RiskSmallest drop

BITY, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B1.8

Amplify Bitcoin 2% Monthly Option Income ETFThematic Income · A basket0.65%32.42%−24.8%−37.1%[…][…]−42.0%40.9%$11M2.7

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

End-of-day Nov 11, 2026 · returns include dividends · since: BITY 2025 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Amplify Bitcoin 2% Monthly Option Income ETF · $11M[…]

BITY

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,545

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BITY

More Ways to See the Pairs

BITY vs JEPI: Top 5 Holdings

Today

BITY

96.0%in top 5

JEPI

in top 59.8%

BITYStockJEPI

56.0%AGPXXnot top 5

27.4%IBITnot top 5

11.3%912797VVnot top 5

not top 5MA2.0%

not top 5MSFT

Cost, Income and Risk

Fees: BITY, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

BITY0.65%$65

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

JEPI

−24.8%Year to dateJan 1 → Nov 11+8.6%

−37.1%1 yearTotal return+11.2%

[…]3 years · per year$10,000 became […] · $13,729+11.1%

[…]5 years · per year$10,000 became […] · $14,545+7.8%

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

32.42%Trailing 12-mo yield$3,242 · $784 a year on $10k7.84%

−42.0%Worst dropSmaller is better−6.7%

40.9%VolatilityLower is calmer9.0%

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

1–5JEPI wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%

not top 5AAPL1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

1.3%912797WYnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

BITY vs JEPI Returns, Every Period

1Y

AmplifyBITY

−37.1%

past year

JEPIJ.P. Morgan

+11.2%

past year

BITYJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

BITY vs JEPI

YTD

AmplifyBITY

−24.8%

JEPIJ.P. Morgan

+8.6%

−24.8%Year to date+8.6%

−42.0%Worst drop · 1Y−6.7%

40.9%Volatility · 1Y9.0%

32.4%Yield7.8%

$11.4MAssets$46.8B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: BITY, JEPI, SCHD

1Y

32.42%highest, BITY

FundTrailing yieldYield$10k

BITY32.42%$3,242

JEPI7.84%$784

SCHD2.93%$293

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$3,177most kept, BITY

BITY$3,242 − $65 = $3,177

JEPI$784 − $35 = $749

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: BITY, JEPI, SCHD

Today

8.5%most shared, JEPI and SCHD

BITYJEPISCHD

BITY—0.0%0.0%

JEPI0.0%—8.5%

SCHD0.0%8.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

BITYWorst drop−42.0%40.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

BITYSCHD

−24.8%Year to date+34.6%

32.4%Yield2.9%

−37.1%Past year+39.3%

0.65%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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BITY, JEPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: BITY, JEPI, SCHD