Compare · 2 funds side by side · dividends reinvested

AFDM and JEPQ

AFDMFirst Trust×JEPQJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,184AFDM · best of the two

02 / 04

AFDM and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor International ETFInternational · Ex-US broad0.80%3.42%+15.3%+22.6%+23.6%+8.7%−10.2%15.0%$147M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AFDM 2016 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Active Factor International ETF · $147M$15,184

AFDM

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AFDMMeasureJEPQ

+15.3%Year to dateJan 1 → Nov 4+8.5%

+22.6%1 yearTotal return+9.3%

+23.6%3 years · per year$10,000 became $18,879 · $17,406+20.3%

+8.7%5 years · per year$10,000 became $15,183 · […][…]

0.80%Expense ratio$80 · $35 a year on $10k · lower is better0.35%

3.42%Trailing 12-mo yield$342 · $1,217 a year on $10k12.17%

−10.2%Worst dropSmaller is better−8.8%

15.0%VolatilityLower is calmer15.5%

AFDMJEPQ Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3AFDM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AFDM vs JEPQ: Top 5 Holdings

Today

AFDM

8.7%in top 5

JEPQ

in top 527.9%

AFDMStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

1.9%ASML.ASnot top 5

1.9%6098.Tnot top 5

1.9%6857.Tnot top 5

1.6%BARC.Lnot top 5

1.5%BNP.PAnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

AFDM vs JEPQ Returns, Every Period

First TrustAFDM

+22.6%

past year

JEPQJ.P. Morgan

+9.3%

past year

AFDMJEPQFaded: behind in that period

3–0AFDM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Income: AFDM vs JEPQ

YTD

First TrustAFDM

+15.3%

JEPQJ.P. Morgan

+8.5%

+15.3%Year to date+8.5%

−10.2%Worst drop · 1Y−8.8%

15.0%Volatility · 1Y15.5%

3.4%Yield12.2%

$147MAssets$42.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AFDM, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

AFDM0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AFDM, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

AFDM3.42%$342

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

AFDM$342 − $80 = $262

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AFDM, JEPQ

Today

0.0%most shared, AFDM and JEPQ

AFDMJEPQ

AFDM—0.0%

JEPQ0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.6%AFDM, at 15.0% volatility

AFDMWorst drop−10.2%15.0% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQAFDM

+8.5%Year to date+15.3%

12.2%Yield3.4%

+9.3%Past year+22.6%

0.35%Fee0.80%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026