Compare · 3 funds side by side · dividends reinvested

INTM, JEPQ and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,881SCHD · best of the three

02 / 04

INTM, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.91%+35.3%+41.6%+21.4%+11.0%−6.9%11.5%$123B1.5

Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Intermediate Municipal ETFBonds & Cash · Municipal0.35%3.79%+0.3%+1.1%[…][…]−5.6%3.7%$105M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: INTM 2025 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Intermediate Municipal ETF · $105M[…]

INTM

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,881

$10,000 five years ago, dividends reinvested

INTMMeasureSCHD

+0.3%Year to dateJan 1 → Nov 4+35.3%

+1.1%1 yearTotal return+41.6%

[…]3 years · per year$10,000 became […] · $17,908+21.4%

[…]5 years · per year$10,000 became […] · $16,881+11.0%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

3.79%Trailing 12-mo yield$379 · $291 a year on $10k2.91%

−5.6%Worst dropSmaller is better−6.9%

3.7%VolatilityLower is calmer11.5%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

INTM vs SCHD: Top 5 Holdings

Today

INTM

[…]in top 5

SCHD

in top 521.6%

INTMStockSCHD

not top 5TXN4.8%

not top 5PG4.3%

not top 5KO4.2%

not top 5CVX4.2%

not top 5COP4.1%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

INTM vs SCHD Returns, Every Period

InvescoINTM

+1.1%

past year

SCHDSchwab

+41.6%

past year

INTMSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Income: INTM vs JEPQ

YTD

InvescoINTM

+0.3%

JEPQJ.P. Morgan

+8.5%

+0.3%Year to date+8.5%

−5.6%Worst drop · 1Y−8.8%

3.7%Volatility · 1Y15.5%

3.8%Yield12.2%

$105MAssets$42.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: INTM, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

INTM0.35%$35

JEPQ0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: INTM, JEPQ, SCHD

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

INTM3.79%$379

SCHD2.91%$291

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

INTM$379 − $35 = $344

SCHD$291 − $6 = $285

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: INTM, JEPQ, SCHD

Today

3.7%most shared, JEPQ and SCHD

INTMJEPQSCHD

INTM—[…][…]

JEPQ[…]—3.7%

SCHD[…]3.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.6%SCHD, at 11.5% volatility

INTMWorst drop−5.6%3.7% vol

SCHDWorst drop−6.9%11.5% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+35.3%

12.2%Yield2.9%

+9.3%Past year+41.6%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026