Compare · 3 funds side by side · dividends reinvested

TLTP, SCHD and JEPI

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,418SCHD · best of the three

Story of the three · IncomeMost incomeTLTP · 13.96% · $1,396 a year on $10k

Story of the three · RiskSmallest drop

TLTP, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B1.9

Amplify TLT U.S. Treasury 12% Option Income ETFIncome · Covered calls0.39%13.96%−1.8%−2.6%[…][…]−9.6%7.8%$33M2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: TLTP 2024 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Amplify TLT U.S. Treasury 12% Option Income ETF · $33M[…]

TLTP

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

TLTP

More Ways to See the Pairs

TLTP vs SCHD: Top 5 Holdings

Today

TLTP

99.5%in top 5

SCHD

in top 521.7%

TLTPStockSCHD

55.2%TLTnot top 5

44.2%912810UWnot top 5

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

Cost, Income and Risk

Fees: TLTP, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

TLTP0.39%$39

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SCHD

−1.8%Year to dateJan 1 → Nov 11+34.6%

−2.6%1 yearTotal return+39.3%

[…]3 years · per year$10,000 became […] · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.39%Expense ratio$39 · $6 a year on $10k · lower is better0.06%

13.96%Trailing 12-mo yield$1,396 · $293 a year on $10k2.93%

−9.6%Worst dropSmaller is better−6.9%

7.8%VolatilityLower is calmer11.8%

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

2–4SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

TLTP vs SCHD Returns, Every Period

1Y

AmplifyTLTP

−2.6%

past year

SCHDSchwab

+39.3%

past year

TLTPSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

TLTP vs JEPI

YTD

AmplifyTLTP

−1.8%

JEPIJ.P. Morgan

+8.6%

−1.8%Year to date+8.6%

−9.6%Worst drop · 1Y−6.7%

7.8%Volatility · 1Y9.0%

14.0%Yield7.8%

$33.4MAssets$46.6B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: TLTP, SCHD, JEPI

1Y

13.96%highest, TLTP

FundTrailing yieldYield$10k

TLTP13.96%$1,396

JEPI7.84%$784

SCHD2.93%$293

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,357most kept, TLTP

TLTP$1,396 − $39 = $1,357

JEPI$784 − $35 = $749

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: TLTP, SCHD, JEPI

Today

8.5%most shared, SCHD and JEPI

TLTPSCHDJEPI

TLTP—0.0%0.0%

SCHD0.0%—8.5%

JEPI0.0%8.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

TLTPWorst drop−9.6%7.8% vol

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

TLTPSCHD

−1.8%Year to date+34.6%

14.0%Yield2.9%

−2.6%Past year+39.3%

0.39%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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TLTP, SCHD and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: TLTP, SCHD, JEPI