AFDM vs JEPQ

AAFDM

BJEPQ

Measures won3–2AFDM wins · of 6 · 5Y

$10,000 · 5Y$15,197VEA · AFDM $14,561

Lowest cost0.03%VEA · $3 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−10.2%AFDM · worst fall in 1Y

Held in common0.0%AFDM and JEPQ

AFDM

JEPQ

First Trust Active Factor International ETF · $151MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+20.7%3 years · per year$17,568 · $16,202+17.4%

+7.8%5 years · per year$14,561 · […][…]

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

3.55%12-mo yield$355 · $1,279 on $10k12.79%

−10.2%Worst dropSmaller wins−11.5%

15.3%VolatilityLower wins16.7%

3–2AFDM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFDM · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
2	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.55%	−1.1%	+10.9%	+16.9%	+20.7%	+7.8%	−10.2%	$151M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
2	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.55%	−1.1%	+10.9%	+16.9%	+20.7%	+7.8%	−10.2%	$151M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFDM vs JEPQ

AFDM

First Trust Active Factor International

$14,561

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureAFDMJEPQ

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield3.55%12.79%

5 years, per year+7.8%[…]

3 years, per year+20.7%+17.4%

Worst drop · 1Y−10.2%−11.5%

Volatility · 1Y15.3%16.7%

3–2measures won
AFDM first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: AFDM, JEPQ, VEA

Today

19.2%most shared, AFDM and VEA

AFDMJEPQVEA

AFDM—0.0%19.2%

JEPQ0.0%—0.0%

VEA19.2%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

AFDM$355 − $80 = $275

VEA$251 − $3 = $248

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee