ITDB vs JEPI

AITDB

BJEPI

Measures won4–1ITDB wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.09%ITDB · $9 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−5.7%ITDB · worst fall in 1Y

Held in common17.9%ITDB and JEPI

ITDB

JEPI

iShares LifePath Target Date 2030 ETF · $82MJPMorgan Equity Premium Income ETF · $45.2B

+13.5%3 years · per year$14,616 · $13,562+10.7%

[…]5 years · per year[…] · $14,118+7.1%

0.09%Expense ratio$9 · $35 on $10k · lower wins0.35%

1.96%12-mo yield$196 · $809 on $10k8.09%

−5.7%Worst dropSmaller wins−6.7%

8.2%VolatilityLower wins8.8%

4–1ITDB wins

$10,000 · 5 yearsOne scale

Shared top holdingsITDB · JEPI

2.2%AAPL2.0%

1.8%MSFT2.0%

1.9%NVDA1.6%

1.1%AMZN1.9%

Held in common17.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	AITDB	iShares LifePath Target Date 2030 ETFRead Desk		0.09%	1.96%	0.0%	+4.6%	+5.8%	+13.5%	new	−5.7%	$82M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	AITDB	iShares LifePath Target Date 2030 ETFRead Desk		0.09%	1.96%	0.0%	+4.6%	+5.8%	+13.5%	new	−5.7%	$82M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ITDB vs JEPI

ITDB

iShares LifePath Target Date 2030

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureITDBJEPI

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield1.96%8.09%

5 years, per year[…]+7.1%

3 years, per year+13.5%+10.7%

Worst drop · 1Y−5.7%−6.7%

Volatility · 1Y8.2%8.8%

4–1measures won
ITDB first

17.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ITDB, JEPI

Today

17.9%most shared, ITDB and JEPI

ITDBJEPI

ITDB—17.9%

JEPI17.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

ITDB$196 − $9 = $187

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee