Compare · 3 funds side by side · dividends reinvested

CTIF, JEPQ and SCHD

CTIFCastellan×JEPQJ.P. Morgan×SCHDSchwab×

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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 incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

CTIF, JEPQ 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%$123B1.3

EA Series Trust - Castellan Targeted Income ETFIncome · Covered calls0.45%4.65%+13.7%+14.1%[…][…]−9.5%13.5%$202M2.2

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B2.4

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

End-of-day Nov 11, 2026 · returns include dividends · since: CTIF 2025 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

EA Series Trust - Castellan Targeted Income ETF · $202M[…]

CTIF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

CTIF

More Ways to See the Pairs

CTIF vs JEPQ: Top 5 Holdings

Today

CTIF

28.3%in top 5

JEPQ

in top 527.6%

CTIFStockJEPQ

not top 5AAPL7.2%

6.0%ACNnot top 5

not top 5NVDA5.9%

5.9%GWWnot top 5

5.4%MSFT

Cost, Income and Risk

Fees: CTIF, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

CTIF0.45%$45

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

JEPQ

+13.7%Year to dateJan 1 → Nov 11+8.1%

+14.1%1 yearTotal return+9.0%

[…]3 years · per year$10,000 became […] · $16,525+18.2%

[…]5 years · per year[…]

0.45%Expense ratio$45 · $35 a year on $10k · lower is better0.35%

4.65%Trailing 12-mo yield$465 · $1,220 a year on $10k12.20%

−9.5%Worst dropSmaller is better−11.5%

13.5%VolatilityLower is calmer16.9%

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

4–2CTIF wins

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

5.9%

5.6%PHnot top 5

5.4%ADPnot top 5

not top 5AMZN4.4%

not top 5GOOG4.3%

Held in common8.5%

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

CTIF vs JEPQ Returns, Every Period

1Y

CastellanCTIF

+14.1%

past year

JEPQJ.P. Morgan

+9.0%

past year

CTIFJEPQFaded: behind in that period

2–0CTIF wins

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

CTIF vs JEPQ

YTD

CastellanCTIF

+13.7%

JEPQJ.P. Morgan

+8.1%

+13.7%Year to date+8.1%

−9.5%Worst drop · 1Y−11.5%

13.5%Volatility · 1Y16.9%

4.6%Yield12.2%

$202MAssets$41.8B

3–1CTIF wins

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

Yields: CTIF, JEPQ, SCHD

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

CTIF4.65%$465

SCHD2.93%$293

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

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

CTIF$465 − $45 = $420

SCHD$293 − $6 = $287

KeptFee

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

Overlap: CTIF, JEPQ, SCHD

Today

11.4%most shared, CTIF and SCHD

CTIFJEPQSCHD

CTIF—8.5%11.4%

JEPQ8.5%—3.8%

SCHD11.4%3.8%—

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

SCHDWorst drop−6.9%11.8% vol

CTIFWorst drop−9.5%13.5% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+8.1%Year to date+34.6%

12.2%Yield2.9%

+9.0%Past year+39.3%

0.35%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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CTIF, JEPQ and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: CTIF, JEPQ, SCHD