Compare · 3 funds side by side · dividends reinvested

GPTY, JEPI and SCHD

GPTYYieldMax×JEPIJ.P. Morgan×SCHDSchwab×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeGPTY · 43.53% · $4,353 a year on $10k

Story of the three · RiskSmallest drop

GPTY, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.9

YieldMax AI & Tech Portfolio Option Income ETFThematic Income · A basket1.06%43.53%+12.9%+10.1%[…][…]−23.1%30.1%$117M2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: GPTY 2025 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

YieldMax AI & Tech Portfolio Option Income ETF · $117M[…]

GPTY

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,429

$10,000 five years ago, dividends reinvested · they hold 17.1% in common

GPTY

More Ways to See the Pairs

GPTY vs JEPI: Top 5 Holdings

Today

GPTY

36.0%in top 5

JEPI

in top 59.8%

GPTYStockJEPI

8.0%AAPL2.0%

8.0%MSFT2.0%

7.0%AMZN1.9%

6.6%GOOGLnot top 5

6.4%NVDA

Cost, Income and Risk

Fees: GPTY, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

GPTY1.06%$106

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

JEPI

+12.9%Year to dateJan 1 → Nov 10+7.6%

+10.1%1 yearTotal return+10.6%

[…]3 years · per year$10,000 became […] · $13,634+10.9%

[…]5 years · per year$10,000 became […] · $14,429+7.6%

1.06%Expense ratio$106 · $35 a year on $10k · lower is better0.35%

43.53%Trailing 12-mo yield$4,353 · $792 a year on $10k7.92%

−23.1%Worst dropSmaller is better−6.7%

30.1%VolatilityLower is calmer9.0%

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

2–4JEPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5MA2.0%

not top 5MMM1.9%

Held in common17.1%

End-of-day Nov 10, 2026 · share of each fund

GPTY vs JEPI Returns, Every Period

1Y

YieldMaxGPTY

+10.1%

past year

JEPIJ.P. Morgan

+10.6%

past year

GPTYJEPIFaded: behind in that period

1–1Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

GPTY vs JEPI

YTD

YieldMaxGPTY

+12.9%

JEPIJ.P. Morgan

+7.6%

+12.9%Year to date+7.6%

−23.1%Worst drop · 1Y−6.7%

30.1%Volatility · 1Y9.0%

43.5%Yield7.9%

$117MAssets$46.6B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: GPTY, JEPI, SCHD

1Y

43.53%highest, GPTY

FundTrailing yieldYield$10k

GPTY43.53%$4,353

JEPI7.92%$792

SCHD2.94%$294

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$4,247most kept, GPTY

GPTY$4,353 − $106 = $4,247

JEPI$792 − $35 = $757

SCHD$294 − $6 = $288

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: GPTY, JEPI, SCHD

Today

17.1%most shared, GPTY and JEPI

GPTYJEPISCHD

GPTY—17.1%0.0%

JEPI17.1%—8.3%

SCHD0.0%8.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

GPTYWorst drop−23.1%30.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

GPTYSCHD

+12.9%Year to date+33.8%

43.5%Yield2.9%

+10.1%Past year+38.8%

1.06%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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GPTY, JEPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: GPTY, JEPI, SCHD