Compare · 2 funds side by side · dividends reinvested

AFMC and JEPQ

AFMCFirst 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$16,056AFMC · best of the two

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

Story of the two · RiskSmallest drop

AFMC and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor Mid Cap ETFUS Stock Styles · Mid cap0.68%0.70%+17.5%+20.7%+20.4%+9.9%−8.2%15.0%$252M1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B1.7

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: AFMC 2019 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Active Factor Mid Cap ETF · $252M$16,056

AFMC

JEPQ

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

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

AFMCMeasureJEPQ

+17.5%

More Ways to See the Pairs

AFMC vs JEPQ: Top 5 Holdings

Today

AFMC

6.7%in top 5

JEPQ

in top 528.0%

AFMCStockJEPQ

not top 5AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT6.0%

not top 5AMZN4.3%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: AFMC, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

AFMC0.68%$68

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

Yields: AFMC, 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%

+20.7%1 yearTotal return+8.8%

+20.4%3 years · per year$10,000 became $17,450 · $16,284+17.6%

+9.9%5 years · per year$10,000 became $16,056 · […][…]

0.68%Expense ratio$68 · $35 a year on $10k · lower is better0.35%

0.70%Trailing 12-mo yield$70 · $1,245 a year on $10k12.45%

−8.2%Worst dropSmaller is better−11.5%

15.0%VolatilityLower is calmer16.9%

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

5–2AFMC wins

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

1.8%RSnot top 5

1.4%EXELnot top 5

1.3%DINOnot top 5

1.2%APLEnot top 5

1.1%CASYnot top 5

Held in common0.0%

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

AFMC vs JEPQ Returns, Every Period

1Y

First TrustAFMC

+20.7%

past year

JEPQJ.P. Morgan

+8.8%

past year

AFMCJEPQFaded: behind in that period

3–0AFMC wins

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

Stocks vs Income: AFMC vs JEPQ

YTD

First TrustAFMC

+17.5%

JEPQJ.P. Morgan

+6.0%

+17.5%Year to date+6.0%

−8.2%Worst drop · 1Y−11.5%

15.0%Volatility · 1Y16.9%

0.7%Yield12.4%

$252MAssets$42.0B

3–1AFMC wins

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

Yield

$10k

JEPQ12.45%$1,245

AFMC0.70%$70

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

AFMC$70 − $68 = $2

KeptFee

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

Overlap: AFMC, JEPQ

Today

0.0%most shared, AFMC and JEPQ

AFMCJEPQ

AFMC—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

+20.7%AFMC, at 15.0% volatility

AFMCWorst drop−8.2%15.0% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQAFMC

+6.0%Year to date+17.5%

12.4%Yield0.7%

+8.8%Past year+20.7%

0.35%Fee0.68%

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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AFMC and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two