Compare · 3 funds side by side · dividends reinvested

IBTH, JEPI and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · best of the three

Story of the three · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the three · RiskSmallest drop

IBTH, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B2.0

iShares iBonds Dec 2027 Term Treasury ETFBonds & Cash · Treasuries0.07%3.74%+2.3%+3.0%+4.6%+0.8%−0.4%0.8%$2.4B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: IBTH 2020 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares iBonds Dec 2027 Term Treasury ETF · $2.4B$10,431

IBTH

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,510

$10,000 five years ago, dividends reinvested

IBTHMeasure

More Ways to See the Pairs

IBTH vs JEPI: Top 5 Holdings

Today

IBTH

[…]in top 5

JEPI

in top 59.8%

IBTHStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: IBTH, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IBTH0.07%$7

JEPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

JEPI

+2.3%Year to dateJan 1 → Nov 12+8.3%

+3.0%1 yearTotal return+10.1%

+4.6%3 years · per year$10,000 became $11,448 · $13,724+11.1%

+0.8%5 years · per year$10,000 became $10,431 · $14,510+7.7%

0.07%Expense ratio$7 · $35 a year on $10k · lower is better0.35%

3.74%Trailing 12-mo yield$374 · $786 a year on $10k7.86%

−0.4%Worst dropSmaller is better−6.7%

0.8%VolatilityLower is calmer9.0%

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

3–5JEPI wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

IBTH vs JEPI Returns, Every Period

5Y

iSharesIBTH

+0.8%

5 years, per year

JEPIJ.P. Morgan

+7.7%

5 years, per year

IBTHJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Bonds vs Income: IBTH vs JEPI

YTD

iSharesIBTH

+2.3%

JEPIJ.P. Morgan

+8.3%

+2.3%Year to date+8.3%

−0.4%Worst drop · 1Y−6.7%

0.8%Volatility · 1Y9.0%

3.7%Yield7.9%

$2.4BAssets$46.8B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: IBTH, JEPI, SCHD

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

IBTH3.74%$374

SCHD2.93%$293

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

IBTH$374 − $7 = $367

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IBTH, JEPI, SCHD

Today

8.5%most shared, JEPI and SCHD

IBTHJEPISCHD

IBTH—[…][…]

JEPI[…]—8.5%

SCHD[…]8.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

IBTHWorst drop−0.4%0.8% vol

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.3%Year to date+34.2%

7.9%Yield2.9%

+10.1%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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IBTH, JEPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: IBTH, JEPI, SCHD