Compare · 3 funds side by side · dividends reinvested

IBMP, JEPI and SCHD

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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 incomeJEPI · 7.92% · $792 a year on $10k

Story of the three · RiskSmallest drop

IBMP, 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%$122B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.0

iShares iBonds Dec 2027 Term Muni Bond ETFBonds & Cash · Municipal0.10%2.55%+1.9%+2.4%+3.4%+0.9%−0.6%1.0%$684M2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: IBMP 2019 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares iBonds Dec 2027 Term Muni Bond ETF · $684M$10,446

IBMP

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,429

$10,000 five years ago, dividends reinvested

IBMPMeasure

More Ways to See the Pairs

IBMP vs JEPI: Top 5 Holdings

Today

IBMP

[…]in top 5

JEPI

in top 59.8%

IBMPStockJEPI

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: IBMP, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IBMP0.10%$10

JEPI0.35%$35

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%

$122BAssets$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%

JEPI

+1.9%Year to dateJan 1 → Nov 10+7.6%

+2.4%1 yearTotal return+10.6%

+3.4%3 years · per year$10,000 became $11,066 · $13,634+10.9%

+0.9%5 years · per year$10,000 became $10,446 · $14,429+7.6%

0.10%Expense ratio$10 · $35 a year on $10k · lower is better0.35%

2.55%Trailing 12-mo yield$255 · $792 a year on $10k7.92%

−0.6%Worst dropSmaller is better−6.7%

1.0%VolatilityLower is calmer9.0%

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

3–5JEPI wins

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

Held in common[…]

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

IBMP vs JEPI Returns, Every Period

5Y

iSharesIBMP

+0.9%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

IBMPJEPIFaded: behind in that period

0–4JEPI wins

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

Bonds vs Income: IBMP vs JEPI

YTD

iSharesIBMP

+1.9%

JEPIJ.P. Morgan

+7.6%

+1.9%Year to date+7.6%

−0.6%Worst drop · 1Y−6.7%

1.0%Volatility · 1Y9.0%

2.5%Yield7.9%

$684MAssets$45.2B

2–2level

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

Yields: IBMP, JEPI, SCHD

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

SCHD2.94%$294

IBMP2.55%$255

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

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

SCHD$294 − $6 = $288

IBMP$255 − $10 = $245

KeptFee

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

Overlap: IBMP, JEPI, SCHD

Today

8.3%most shared, JEPI and SCHD

IBMPJEPISCHD

IBMP—[…][…]

JEPI[…]—8.3%

SCHD[…]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

IBMPWorst drop−0.6%1.0% vol

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

JEPISCHD

+7.6%Year to date+33.8%

7.9%Yield2.9%

+10.6%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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IBMP, JEPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: IBMP, JEPI, SCHD