Compare · 3 funds side by side · dividends reinvested

ITDF, JEPQ and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

ITDF, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

iShares LifePath Target Date 2050 ETFUnsorted0.11%1.52%+8.4%+10.2%+20.0%[…]−9.3%13.7%$98M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.7

Rank among the three1st → 3rdFee, 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 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

ITDF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$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

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%

$98.3MAssets$40.7B

3–1ITDF wins

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

Cost, Income and Risk

Fees: ITDF, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

ITDF0.11%$11

JEPQ0.35%$35

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

Yields: ITDF, JEPQ, SCHD

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SCHD3.00%$300

ITDF1.52%$152

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

ITDF$152 − $11 = $141

KeptFee

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

Overlap: ITDF, JEPQ, SCHD

Today

26.1%most shared, ITDF and JEPQ

ITDFJEPQSCHD

ITDF—26.1%4.4%

JEPQ26.1%—3.8%

SCHD4.4%3.8%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

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

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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%

$40.7BAssets$45.2B

1–1level

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026