EMDM vs JPEM

AEMDM

BJPEM

Measures won1–4JPEM wins · of 6 · 5Y

$10,000 · 5Y$13,534JPEM

Lowest cost0.44%JPEM · $44 on $10k

Most income4.66%JPEM · $466 on $10k

Smallest drop−10.3%JPEM · worst fall in 1Y

Held in common13.3%EMDM and JPEM

EMDM

JPEM

First Trust Bloomberg Emerging Market Democracies ETF · $40MJPMorgan Diversified Return Emerging Markets Equity ETF · $363M

+28.5%3 years · per year$21,220 · $14,814+14.0%

[…]5 years · per year[…] · $13,534+6.2%

0.75%Expense ratio$75 · $44 on $10k · lower wins0.44%

3.15%12-mo yield$315 · $466 on $10k4.66%

−17.3%Worst dropSmaller wins−10.3%

29.4%VolatilityLower wins14.3%

1–4JPEM wins

$10,000 · 5 yearsOne scale

Shared top holdingsEMDM · JPEM

9.2%2330.TW2.1%

3.4%PETR4.SA0.9%

1.8%VALE3.SA0.8%

2.0%ITUB4.SA0.8%

Held in common13.3%

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

Both

5Y2 funds

#			Trend
1	BJPEM	JPMorgan Diversified Return Emerging Markets Equity ETFRead Desk		0.44%	4.66%	−1.4%	+4.6%	+8.3%	+14.0%	+6.2%	−10.3%	$363M
2	AEMDM	First Trust Bloomberg Emerging Market Democracies ETFRead Desk		0.75%	3.15%	−3.3%	+18.7%	+27.9%	+28.5%	new	−17.3%	$40M

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

Both

5Y2 funds

#			Trend
1	BJPEM	JPMorgan Diversified Return Emerging Markets Equity ETFRead Desk		0.44%	4.66%	−1.4%	+4.6%	+8.3%	+14.0%	+6.2%	−10.3%	$363M
2	AEMDM	First Trust Bloomberg Emerging Market Democracies ETFRead Desk		0.75%	3.15%	−3.3%	+18.7%	+27.9%	+28.5%	new	−17.3%	$40M

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

Cards for this view

EMDM vs JPEM

EMDM

First Trust Bloomberg Emerging Market Democracies

[…]

JPEM

JPMorgan Diversified Return Emerging Markets Equity

$13,534

MeasureEMDMJPEM

Fee0.75%0.44%

Cost on $10k a year$75$44

Yield3.15%4.66%

5 years, per year[…]+6.2%

3 years, per year+28.5%+14.0%

Worst drop · 1Y−17.3%−10.3%

Volatility · 1Y29.4%14.3%

4–1measures won
JPEM first

13.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: EMDM, JPEM

Today

13.3%most shared, EMDM and JPEM

EMDMJPEM

EMDM—13.3%

JPEM13.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$422most kept, JPEM

JPEM$466 − $44 = $422

EMDM$315 − $75 = $240

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee