ITDI vs JEPQ5YITDIITDIAvsBJEPQJEPQiShares LifePath Target Date 2065 ETF · $30MJPMorgan Nasdaq Equity Premium Income ETF · $41.8BReturns · dividends in+20.7%3 years · per year$17,565 · $16,525+18.2%[…]5 years · per year[…]Cost and income0.12%Expense ratio$12 · $35 on $10k · lower wins0.35%1.45%12-mo yield$145 · $1,220 on $10k12.20%
$10,000 in ITDI, JEPQ, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 11, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: ITDI, JEPQ, SCHDToday28.2%most shared, ITDI and JEPQITDIJEPQSCHDITDI—28.2%4.7%JEPQ28.2%—3.8%SCHD4.7%3.8%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
ITDI vs JEPQ5YAITDIiShares LifePath Target Date 2065[…]vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureITDIJEPQFee0.12%0.35%Cost on $10k a year$12$35Yield1.45%12.20%5 years, per year[…][…]3 years, per year+20.7%+18.2%Worst drop · 1Y−9.6%−11.5%Volatility · 1Y14.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2AITDIiShares LifePath Target Date 2065 ETFReadDesk0.12%1.45%+1.1%+12.1%+13.4%+20.7%new−9.6%$30M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.20%+2.0%+8.1%+9.0%+18.2%new−11.5%$41.8BEnd-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▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2AITDIiShares LifePath Target Date 2065 ETFReadDesk0.12%1.45%+1.1%+12.1%+13.4%+20.7%new−9.6%$30M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.20%+2.0%+8.1%+9.0%+18.2%new−11.5%$41.8BEnd-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%$41.8BAssets$46.8B1–1levelEnd-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$793B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: ITDI, JEPQ, SCHDToday28.2%most shared, ITDI and JEPQITDIJEPQSCHDITDI—28.2%4.7%JEPQ28.2%—3.8%SCHD4.7%3.8%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,185most kept, JEPQJEPQ$1,220 − $35 = $1,185SCHD$293 − $6 = $287ITDI$145 − $12 = $133KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee