FAD vs JEPQ

AFAD

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$13,775FAD

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common11.2%FAD and JEPQ

FAD

JEPQ

First Trust Multi Cap Growth AlphaDEX Fund · $596MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+21.8%3 years · per year$18,091 · $16,202+17.4%

+6.6%5 years · per year$13,775 · […][…]

0.63%Expense ratio$63 · $35 on $10k · lower wins0.35%

0.09%12-mo yield$9 · $1,279 on $10k12.79%

−15.8%Worst dropSmaller wins−11.5%

21.5%VolatilityLower wins16.7%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsFAD · JEPQ

0.4%AMGN0.5%

0.4%AMZN4.4%

0.4%AAPL7.4%

0.4%CRWD1.0%

Held in common11.2%

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

Both

5Y2 funds

#			Trend
1	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk		0.63%	0.09%	+1.2%	+5.3%	+5.0%	+21.8%	+6.6%	−15.8%	$596M
2	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

Both

5Y2 funds

#			Trend
1	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk		0.63%	0.09%	+1.2%	+5.3%	+5.0%	+21.8%	+6.6%	−15.8%	$596M
2	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

FAD vs JEPQ

FAD

First Trust Multi Cap Growth AlphaDEX Fund

$13,775

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFADJEPQ

Fee0.63%0.35%

Cost on $10k a year$63$35

Yield0.09%12.79%

5 years, per year+6.6%[…]

3 years, per year+21.8%+17.4%

Worst drop · 1Y−15.8%−11.5%

Volatility · 1Y21.5%16.7%

4–1measures won
JEPQ first

11.2%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FAD, JEPQ

Today

11.2%most shared, FAD and JEPQ

FADJEPQ

FAD—11.2%

JEPQ11.2%—

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

FAD$9 − $63 = −$54

KeptFee

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