Compare · 3 funds side by side · dividends reinvested

PLTY, SCHD and JEPI

PLTYYieldMax×SCHDSchwab×JEPIJ.P. Morgan×

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, SCHD and JEPI, 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%$120B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.8

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 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

PLTY

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,375

$10,000 five years ago, dividends reinvested

PLTYMeasureSCHD

−9.2%Year to dateJan 1 → Nov 5+32.3%

−16.4%1 yearTotal return+38.7%

[…]3 years · per year$10,000 became […] · $17,414+20.3%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

1.07%Expense ratio$107 · $6 a year on $10k · lower is better0.06%

87.02%Trailing 12-mo yield$8,702 · $298 a year on $10k2.98%

−38.0%Worst dropSmaller is better−6.9%

51.4%VolatilityLower is calmer11.7%

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

1–5SCHD 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 SCHD: Top 5 Holdings

Today

PLTY

[…]in top 5

SCHD

in top 521.7%

PLTYStockSCHD

not top 5TXN4.7%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.2%

not top 5AMGN4.2%

Held in common[…]

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

PLTY vs SCHD Returns, Every Period

YieldMaxPLTY

−16.4%

past year

SCHDSchwab

+38.7%

past year

PLTYSCHDFaded: behind in that period

0–2SCHD wins

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

PLTY vs JEPI

YTD

YieldMaxPLTY

−9.2%

JEPIJ.P. Morgan

+5.2%

−9.2%Year to date+5.2%

−38.0%Worst drop · 1Y−6.7%

51.4%Volatility · 1Y8.8%

87.0%Yield8.1%

$333MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: PLTY, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

PLTY1.07%$107

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

Yields: PLTY, SCHD, JEPI

87.02%highest, PLTY

FundTrailing yieldYield$10k

PLTY87.02%$8,702

JEPI8.09%$809

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

JEPI$809 − $35 = $774

SCHD$298 − $6 = $292

KeptFee

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

Overlap: PLTY, SCHD, JEPI

Today

8.1%most shared, SCHD and JEPI

PLTYSCHDJEPI

PLTY—[…][…]

SCHD[…]—8.1%

JEPI[…]8.1%—

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

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% 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