Compare ITDF and JEPQ

ITDF and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares LifePath Target Date 2050 ETFUnsorted0.11%1.52%+8.4%+10.2%+20.0%[…]−9.3%13.7%$98M1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ITDF 2023 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares LifePath Target Date 2050 ETF · $98M[…]

ITDF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 26.1% in common

ITDFMeasureJEPQ

+8.4%Year to dateJan 1 → Nov 6+3.2%

+10.2%1 yearTotal return+4.5%

+20.0%3 years · per year$10,000 became $17,270 · $16,202+17.4%

[…]5 years · per year[…]

0.11%Expense ratio$11 · $35 a year on $10k · lower is better0.35%

1.52%Trailing 12-mo yield$152 · $1,279 a year on $10k12.79%

−9.3%Worst dropSmaller is better−11.5%

13.7%VolatilityLower is calmer16.7%

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

6–1ITDF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ITDF vs JEPQ: Top 5 Holdings

Today

ITDF

13.7%in top 5

JEPQ

in top 528.9%

ITDFStockJEPQ

3.9%AAPL7.4%

3.3%NVDA6.6%

3.1%MSFT6.1%

not top 5GOOG4.4%

2.0%AMZN4.4%

1.3%2330.TWnot top 5

Held in common26.1%

End-of-day Nov 6, 2026 · share of each fund

ITDF vs JEPQ Returns, Every Period

1Y

iSharesITDF

+10.2%

past year

JEPQJ.P. Morgan

+4.5%

past year

ITDFJEPQFaded: behind in that period

3–0ITDF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: ITDF vs JEPQ

YTD

iSharesITDF

+8.4%

JEPQJ.P. Morgan

+3.2%

+8.4%Year to date+3.2%

−9.3%Worst drop · 1Y−11.5%

13.7%Volatility · 1Y16.7%

1.5%Yield12.8%

$98.0MAssets$42.6B

3–1ITDF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ITDF, JEPQ

Today

0.11%lowest, ITDF

FundExpense ratioFee$10k

ITDF0.11%$11

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ITDF, JEPQ

1Y

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

ITDF1.52%$152

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

ITDF$152 − $11 = $141

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ITDF, JEPQ

Today

26.1%most shared, ITDF and JEPQ

ITDFJEPQ

ITDF—26.1%

JEPQ26.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.2%ITDF, at 13.7% volatility

ITDFWorst drop−9.3%13.7% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQITDF

+3.2%Year to date+8.4%

12.8%Yield1.5%

+4.5%Past year+10.2%

0.35%Fee0.11%

3–1ITDF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026