FBDC vs JEPI

AFBDC

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,352SCHD · JEPI $14,635

Lowest cost0.06%SCHD · $6 on $10k

Most income11.79%FBDC · $1,179 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%FBDC and JEPI

FBDC

JEPI

FT Confluence BDC & Specialty Finance Income ETF · $38MJPMorgan Equity Premium Income ETF · $46.0B

[…]3 years · per year[…] · $14,201+12.4%

[…]5 years · per year[…] · $14,322+7.4%

0.95%Expense ratio$95 · $35 on $10k · lower wins0.35%

11.79%12-mo yield$1,179 · $796 on $10k7.96%

−15.6%Worst dropSmaller wins−6.7%

18.5%VolatilityLower wins7.9%

1–3JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFBDC · JEPI

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

Held in common0.0%

End-of-day Nov 4, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	AFBDC	FT Confluence BDC & Specialty Finance Income ETFRead Desk	0.95%	11.79%	−0.7%	−4.3%	−2.5%	new	new	−15.6%	$38M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	AFBDC	FT Confluence BDC & Specialty Finance Income ETFRead Desk	0.95%	11.79%	−0.7%	−4.3%	−2.5%	new	new	−15.6%	$38M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FBDC vs JEPI

FBDC

FT Confluence BDC & Specialty Finance Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,322

MeasureFBDCJEPI

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield11.79%7.96%

5 years, per year[…]+7.4%

3 years, per year[…]+12.4%

Worst drop · 1Y−15.6%−6.7%

Volatility · 1Y18.5%7.9%

3–1measures won
JEPI first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026

Overlap: FBDC, JEPI, SCHD

Today

8.2%most shared, JEPI and SCHD

FBDCJEPISCHD

FBDC—0.0%0.0%

JEPI0.0%—8.2%

SCHD0.0%8.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,084most kept, FBDC

FBDC$1,179 − $95 = $1,084

JEPI$796 − $35 = $761

SCHD$297 − $6 = $291

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee