WTIB vs JEPQ5YWTIBWTIBAvsBJEPQJEPQUSCF Oil Plus Bitcoin Strategy Fund · $1MJPMorgan Nasdaq Equity Premium Income ETF · $42.6BReturns · dividends in[…]3 years · per year[…] · $16,188+17.4%[…]5 years · per year[…]Cost and income0.93%Expense ratio$93 · $35 on $10k · lower wins0.35%0.00%12-mo yield$0 · $1,237 on $10k12.37%Risk · 1 year
$10,000 in WTIB, JEPQ, SCHD5Y$10k startSCHD $16.4kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: WTIB, JEPQ, SCHDToday3.8%most shared, JEPQ and SCHDWTIBJEPQSCHDWTIB—[…][…]JEPQ[…]—3.8%SCHD[…]3.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
WTIB vs JEPQ5YAWTIBUSCF Oil Plus Bitcoin Strategy Fund[…]vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureWTIBJEPQFee0.93%0.35%Cost on $10k a year$93$35Yield0.00%12.37%5 years, per year[…][…]3 years, per year[…]+17.4%Worst drop · 1Y[…]−11.5%Volatility · 1Y[…]17.0%
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%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B2AWTIBUSCF Oil Plus Bitcoin Strategy FundReadDesk0.93%0.00%0.0%+82.8%newnewnew[…]$681K3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.6BEnd-of-day Nov 13, 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%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B2AWTIBUSCF Oil Plus Bitcoin Strategy FundReadDesk0.93%0.00%0.0%+82.8%newnewnew[…]$681K3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: WTIB, JEPQ, SCHDToday3.8%most shared, JEPQ and SCHDWTIBJEPQSCHDWTIB—[…][…]JEPQ[…]—3.8%SCHD[…]3.8%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,202most kept, JEPQJEPQ$1,237 − $35 = $1,202SCHD$292 − $6 = $286WTIB$0 − $93 = −$93KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee