ITDB vs SCHD5YITDBITDBAvsBSCHDSCHDiShares LifePath Target Date 2030 ETF · $83MSchwab U.S. Dividend Equity ETF · $123BReturns · dividends in+13.2%3 years · per year$14,495 · $17,234+19.9%[…]5 years · per year[…] · $16,418+10.4%Cost and income0.09%Expense ratio$9 · $6 on $10k · lower wins0.06%1.93%12-mo yield$193 · $293 on $10k
Overlap: ITDB, SCHD, JEPIToday18.1%most shared, ITDB and JEPIITDBSCHDJEPIITDB—2.5%18.1%SCHD2.5%—8.5%JEPI18.1%8.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
ITDB vs SCHD5YAITDBiShares LifePath Target Date 2030[…]vsSCHDBSchwab U.S. Dividend Equity$16,418MeasureITDBSCHDFee0.09%0.06%Cost on $10k a year$9$6Yield1.93%2.93%5 years, per year[…]+10.4%3 years, per year+13.2%+19.9%Worst drop · 1Y−5.7%−6.9%Volatility · 1Y8.3%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.84%+1.0%+8.6%+11.2%+11.1%+7.8%−6.7%$46.6B3AITDBiShares LifePath Target Date 2030 ETFReadDesk0.09%1.93%+0.4%+6.0%+6.7%+13.2%new−5.7%$83MEnd-of-day Nov 11, 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▲▼1BSCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2JEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.84%+1.0%+8.6%+11.2%+11.1%+7.8%−6.7%$46.6B3AITDBiShares LifePath Target Date 2030 ETFReadDesk0.09%1.93%+0.4%+6.0%+6.7%+13.2%new−5.7%$83MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: ITDB, SCHD, JEPIToday18.1%most shared, ITDB and JEPIITDBSCHDJEPIITDB—2.5%18.1%SCHD2.5%—8.5%JEPI18.1%8.5%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$749most kept, JEPIJEPI$784 − $35 = $749SCHD$293 − $6 = $287ITDB$193 − $9 = $184KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee