Compare · 2 funds side by side · dividends reinvested

AFEM and JEPQ

AFEMFirst Trust×JEPQJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,137AFEM · best of the two

Story of the two · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the two · RiskSmallest drop

AFEM and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B1.4

First Trust Active Factor Emerging Markets ETFInternational · Emerging0.85%2.79%+15.1%+16.4%+21.1%+10.0%−14.5%21.0%$76M1.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: AFEM 2016 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Active Factor Emerging Markets ETF · $76M$16,137

AFEM

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

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

AFEMMeasureJEPQ

+15.1%

More Ways to See the Pairs

AFEM vs JEPQ: Top 5 Holdings

Today

AFEM

26.7%in top 5

JEPQ

in top 528.0%

AFEMStockJEPQ

13.5%2330.TWnot top 5

not top 5AAPL7.2%

6.5%005930.Knot top 5

not top 5NVDA6.2%

not top 5MSFT

Cost, Income and Risk

Fees: AFEM, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

AFEM0.85%$85

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

Yields: AFEM, JEPQ

1Y

12.45%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+6.0%

+16.4%1 yearTotal return+8.8%

+21.1%3 years · per year$10,000 became $17,756 · $16,284+17.6%

+10.0%5 years · per year$10,000 became $16,137 · […][…]

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

2.79%Trailing 12-mo yield$279 · $1,245 a year on $10k12.45%

−14.5%Worst dropSmaller is better−11.5%

21.0%VolatilityLower is calmer16.9%

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

3–4JEPQ wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.0%

not top 5AMZN4.3%

not top 5GOOG4.3%

2.9%000660.Knot top 5

2.0%1398.HKnot top 5

1.9%3328.HKnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

AFEM vs JEPQ Returns, Every Period

1Y

First TrustAFEM

+16.4%

past year

JEPQJ.P. Morgan

+8.8%

past year

AFEMJEPQFaded: behind in that period

3–0AFEM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

International vs Income: AFEM vs JEPQ

YTD

First TrustAFEM

+15.1%

JEPQJ.P. Morgan

+6.0%

+15.1%Year to date+6.0%

−14.5%Worst drop · 1Y−11.5%

21.0%Volatility · 1Y16.9%

2.8%Yield12.4%

$76.4MAssets$42.0B

3–1JEPQ wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPQ12.45%$1,245

AFEM2.79%$279

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

AFEM$279 − $85 = $194

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: AFEM, JEPQ

Today

0.0%most shared, AFEM and JEPQ

AFEMJEPQ

AFEM—0.0%

JEPQ0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.4%AFEM, at 21.0% volatility

JEPQWorst drop−11.5%16.9% vol

AFEMWorst drop−14.5%21.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQAFEM

+6.0%Year to date+15.1%

12.4%Yield2.8%

+8.8%Past year+16.4%

0.35%Fee0.85%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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AFEM and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two