ITDI vs JEPI

AITDI

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,448JEPI

Lowest cost0.12%ITDI · $12 on $10k

Most income7.93%JEPI · $793 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common27.7%ITDI and JEPI

ITDI

JEPI

iShares LifePath Target Date 2065 ETF · $29MJPMorgan Equity Premium Income ETF · $45.2B

+20.9%3 years · per year$17,671 · $13,679+11.0%

[…]5 years · per year[…] · $14,448+7.6%

0.12%Expense ratio$12 · $35 on $10k · lower wins0.35%

1.46%12-mo yield$146 · $793 on $10k7.93%

−9.6%Worst dropSmaller wins−6.7%

14.8%VolatilityLower wins9.0%

2–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsITDI · JEPI

3.4%MSFT2.0%

4.2%AAPL2.0%

2.1%AMZN1.9%

3.7%NVDA1.7%

Held in common27.7%

End-of-day Nov 9, 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%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AITDI	iShares LifePath Target Date 2065 ETFRead Desk		0.12%	1.46%	+2.6%	+11.5%	+14.6%	+20.9%	new	−9.6%	$29M

End-of-day Nov 9, 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%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AITDI	iShares LifePath Target Date 2065 ETFRead Desk		0.12%	1.46%	+2.6%	+11.5%	+14.6%	+20.9%	new	−9.6%	$29M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ITDI vs JEPI

ITDI

iShares LifePath Target Date 2065

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureITDIJEPI

Fee0.12%0.35%

Cost on $10k a year$12$35

Yield1.46%7.93%

5 years, per year[…]+7.6%

3 years, per year+20.9%+11.0%

Worst drop · 1Y−9.6%−6.7%

Volatility · 1Y14.8%9.0%

3–2measures won
JEPI first

27.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: ITDI, JEPI

Today

27.7%most shared, ITDI and JEPI

ITDIJEPI

ITDI—27.7%

JEPI27.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

ITDI$146 − $12 = $134

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee