Compare ITDI and JEPQ

ITDI and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares LifePath Target Date 2065 ETFUnsorted0.12%1.46%+11.5%+14.6%+20.9%[…]−9.6%14.8%$29M1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: ITDI 2023 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares LifePath Target Date 2065 ETF · $29M[…]

ITDI

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 28.3% in common

ITDIMeasureJEPQ

+11.5%Year to dateJan 1 → Nov 9+6.6%

+14.6%1 yearTotal return+9.2%

+20.9%3 years · per year$10,000 became $17,671 · $16,495+18.2%

[…]5 years · per year[…]

0.12%Expense ratio$12 · $35 a year on $10k · lower is better0.35%

1.46%Trailing 12-mo yield$146 · $1,239 a year on $10k12.39%

−9.6%Worst dropSmaller is better−11.5%

14.8%VolatilityLower is calmer16.9%

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

6–1ITDI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ITDI vs JEPQ: Top 5 Holdings

Today

ITDI

14.8%in top 5

JEPQ

in top 528.6%

ITDIStockJEPQ

4.2%AAPL7.3%

3.7%NVDA6.7%

3.4%MSFT6.0%

not top 5GOOG4.4%

2.1%AMZN4.3%

1.4%2330.TWnot top 5

Held in common28.3%

End-of-day Nov 9, 2026 · share of each fund

ITDI vs JEPQ Returns, Every Period

1Y

iSharesITDI

+14.6%

past year

JEPQJ.P. Morgan

+9.2%

past year

ITDIJEPQFaded: behind in that period

3–0ITDI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: ITDI vs JEPQ

YTD

iSharesITDI

+11.5%

JEPQJ.P. Morgan

+6.6%

+11.5%Year to date+6.6%

−9.6%Worst drop · 1Y−11.5%

14.8%Volatility · 1Y16.9%

1.5%Yield12.4%

$29.4MAssets$40.7B

3–1ITDI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ITDI, JEPQ

Today

0.12%lowest, ITDI

FundExpense ratioFee$10k

ITDI0.12%$12

JEPQ0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ITDI, JEPQ

1Y

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

ITDI1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

ITDI$146 − $12 = $134

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ITDI, JEPQ

Today

28.3%most shared, ITDI and JEPQ

ITDIJEPQ

ITDI—28.3%

JEPQ28.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+14.6%ITDI, at 14.8% volatility

ITDIWorst drop−9.6%14.8% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQITDI

+6.6%Year to date+11.5%

12.4%Yield1.5%

+9.2%Past year+14.6%

0.35%Fee0.12%

3–1ITDI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026