FBDC vs JEPQ

AFBDC

BJEPQ

Measures won0–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.37%JEPQ · $1,237 on $10k

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

Held in common0.0%FBDC and JEPQ

FBDC

JEPQ

FT Confluence BDC & Specialty Finance Income ETF · $39MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

[…]3 years · per year[…] · $16,188+17.4%

[…]5 years · per year[…]

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

11.82%12-mo yield$1,182 · $1,237 on $10k12.37%

−15.6%Worst dropSmaller wins

End-of-day Nov 13, 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							5Y/yr
1	AFBDC	FT Confluence BDC & Specialty Finance Income ETFRead Desk		0.95%	11.82%	+0.4%	−4.5%	−2.7%	new	new	−15.6%	$39M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AFBDC	FT Confluence BDC & Specialty Finance Income ETFRead Desk		0.95%	11.82%	+0.4%	−4.5%	−2.7%	new	new	−15.6%	$39M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FBDC vs JEPQ

FBDC

FT Confluence BDC & Specialty Finance Income

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFBDCJEPQ

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield11.82%12.37%

5 years, per year[…][…]

3 years, per year[…]+17.4%

Worst drop · 1Y−15.6%−11.5%

Volatility · 1Y18.6%17.0%

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FBDC vs JEPQ

Both

Both

$10,000 in FBDC, JEPQ

Overlap: FBDC, JEPQ

FBDC vs JEPQ

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Overlap: FBDC, JEPQ

Income After Fees on $10,000