IAUI vs JEPQ5YIAUIIAUIAvsBJEPQJEPQNEOS Gold High Income ETF · $656MJPMorgan Nasdaq Equity Premium Income ETF · $42.0BReturns · dividends in[…]3 years · per year[…] · $16,284+17.6%[…]5 years · per year[…]Cost and income0.79%Expense ratio$79 · $35 on $10k · lower wins0.35%14.33%12-mo yield$1,433 · $1,245 on $10k12.45%Risk · 1 year
$10,000 in IAUI, JEPQ, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: IAUI, JEPQ, SCHDToday3.7%most shared, JEPQ and SCHDIAUIJEPQSCHDIAUI—0.0%0.0%JEPQ0.0%—3.7%SCHD0.0%3.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
IAUI vs JEPQ5YAIAUINEOS Gold High Income[…]vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureIAUIJEPQFee0.79%0.35%Cost on $10k a year$79$35Yield14.33%12.45%5 years, per year[…][…]3 years, per year[…]+17.6%Worst drop · 1Y−24.5%−11.5%Volatility · 1Y23.6%16.9%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2AIAUINEOS Gold High Income ETFReadDesk0.79%14.33%−1.7%−8.1%−2.4%newnew−24.5%$656M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.45%−0.5%+6.0%+8.8%+17.6%new−11.5%$42.0BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.94%+1.0%+33.8%+38.8%+19.5%+10.4%−6.9%$122.7B2AIAUINEOS Gold High Income ETFReadDesk0.79%14.33%−1.7%−8.1%−2.4%newnew−24.5%$656M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.45%−0.5%+6.0%+8.8%+17.6%new−11.5%$42.0BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: IAUI, JEPQ, SCHDToday3.7%most shared, JEPQ and SCHDIAUIJEPQSCHDIAUI—0.0%0.0%JEPQ0.0%—3.7%SCHD0.0%3.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,354most kept, IAUIIAUI$1,433 − $79 = $1,354JEPQ$1,245 − $35 = $1,210SCHD$294 − $6 = $288KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee