Compare · 3 funds side by side · dividends reinvested

PLTY, JEPQ and SCHD

PLTYYieldMax×JEPQJ.P. Morgan×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three

02 / 04

PLTY, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B2.0

YieldMax PLTR Option Income Strategy ETFThematic Income · A single stock1.07%87.02%−9.2%−16.4%[…][…]−38.0%51.4%$333M2.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: PLTY 2024 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax PLTR Option Income Strategy ETF · $333M[…]

PLTY

JEPQ

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

$10,000 five years ago, dividends reinvested

PLTYMeasureJEPQ

−9.2%Year to dateJan 1 → Nov 5+8.5%

−16.4%1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $17,406+20.3%

[…]5 years · per year[…]

1.07%Expense ratio$107 · $35 a year on $10k · lower is better0.35%

87.02%Trailing 12-mo yield$8,702 · $1,217 a year on $10k12.17%

−38.0%Worst dropSmaller is better−8.8%

51.4%VolatilityLower is calmer15.5%

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

1–5JEPQ wins

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

More Ways to See the Pairs

PLTY vs JEPQ: Top 5 Holdings

Today

PLTY

[…]in top 5

JEPQ

in top 528.3%

PLTYStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

PLTY vs JEPQ Returns, Every Period

YieldMaxPLTY

−16.4%

past year

JEPQJ.P. Morgan

+9.3%

past year

PLTYJEPQFaded: behind in that period

0–2JEPQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

PLTY vs JEPQ

YTD

YieldMaxPLTY

−9.2%

JEPQJ.P. Morgan

+8.5%

−9.2%Year to date+8.5%

−38.0%Worst drop · 1Y−8.8%

51.4%Volatility · 1Y15.5%

87.0%Yield12.2%

$333MAssets$42.6B

3–1JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PLTY, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

PLTY1.07%$107

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PLTY, JEPQ, SCHD

87.02%highest, PLTY

FundTrailing yieldYield$10k

PLTY87.02%$8,702

JEPQ12.17%$1,217

SCHD2.98%$298

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$8,595most kept, PLTY

PLTY$8,702 − $107 = $8,595

JEPQ$1,217 − $35 = $1,182

SCHD$298 − $6 = $292

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PLTY, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

PLTYJEPQSCHD

PLTY—[…][…]

JEPQ[…]—3.8%

SCHD[…]3.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−8.8%15.5% vol

PLTYWorst drop−38.0%51.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

PLTYSCHD

−9.2%Year to date+32.3%

87.0%Yield3.0%

−16.4%Past year+38.7%

1.07%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026