ITDI vs JEPQ

AITDI

BJEPQ

Measures won4–1ITDI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.12%ITDI · $12 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−9.6%ITDI · worst fall in 1Y

Held in common28.3%ITDI and JEPQ

ITDI

JEPQ

iShares LifePath Target Date 2065 ETF · $29MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+20.9%3 years · per year$17,671 · $16,495+18.2%

[…]5 years · per year[…]

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

1.46%12-mo yield$146 · $1,239 on $10k12.39%

−9.6%Worst dropSmaller wins−11.5%

14.8%VolatilityLower wins16.9%

4–1ITDI wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsITDI · JEPQ

4.2%AAPL7.3%

3.7%NVDA6.7%

3.4%MSFT6.0%

2.1%AMZN4.3%

Held in common28.3%

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							5Y/yr
1	AITDI	iShares LifePath Target Date 2065 ETFRead Desk		0.12%	1.46%	+2.6%	+11.5%	+14.6%	+20.9%	new	−9.6%	$29M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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							5Y/yr
1	AITDI	iShares LifePath Target Date 2065 ETFRead Desk		0.12%	1.46%	+2.6%	+11.5%	+14.6%	+20.9%	new	−9.6%	$29M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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 JEPQ

ITDI

iShares LifePath Target Date 2065

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureITDIJEPQ

Fee0.12%0.35%

Cost on $10k a year$12$35

Yield1.46%12.39%

5 years, per year[…][…]

3 years, per year+20.9%+18.2%

Worst drop · 1Y−9.6%−11.5%

Volatility · 1Y14.8%16.9%

4–1measures won
ITDI first

28.3%

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, JEPQ

Today

28.3%most shared, ITDI and JEPQ

ITDIJEPQ

ITDI—28.3%

JEPQ28.3%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

ITDI$146 − $12 = $134

KeptFee

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