ITDF vs JEPQ

AITDF

BJEPQ

Measures won4–1ITDF wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.11%ITDF · $11 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−9.3%ITDF · worst fall in 1Y

Held in common26.1%ITDF and JEPQ

ITDF

JEPQ

iShares LifePath Target Date 2050 ETF · $98MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+20.0%3 years · per year$17,270 · $16,202+17.4%

[…]5 years · per year[…]

0.11%Expense ratio$11 · $35 on $10k · lower wins0.35%

1.52%12-mo yield$152 · $1,279 on $10k12.79%

−9.3%Worst dropSmaller wins−11.5%

13.7%VolatilityLower wins16.7%

4–1ITDF wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsITDF · JEPQ

3.9%AAPL7.4%

3.3%NVDA6.6%

3.1%MSFT6.1%

2.0%AMZN4.4%

Held in common26.1%

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							5Y/yr
1	AITDF	iShares LifePath Target Date 2050 ETFRead Desk		0.11%	1.52%	+0.2%	+8.4%	+10.2%	+20.0%	new	−9.3%	$98M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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							5Y/yr
1	AITDF	iShares LifePath Target Date 2050 ETFRead Desk		0.11%	1.52%	+0.2%	+8.4%	+10.2%	+20.0%	new	−9.3%	$98M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

ITDF vs JEPQ

ITDF

iShares LifePath Target Date 2050

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureITDFJEPQ

Fee0.11%0.35%

Cost on $10k a year$11$35

Yield1.52%12.79%

5 years, per year[…][…]

3 years, per year+20.0%+17.4%

Worst drop · 1Y−9.3%−11.5%

Volatility · 1Y13.7%16.7%

4–1measures won
ITDF first

26.1%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: ITDF, JEPQ

Today

26.1%most shared, ITDF and JEPQ

ITDFJEPQ

ITDF—26.1%

JEPQ26.1%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

ITDF$152 − $11 = $141

KeptFee

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