FBUF vs JEPQ

AFBUF

BJEPQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−5.6%FBUF · worst fall in 1Y

Held in common42.4%FBUF and JEPQ

FBUF

JEPQ

Fidelity Dynamic Buffered Equity ETF · $26MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

[…]3 years · per year[…] · $17,450+20.4%

[…]5 years · per year[…]

0.52%Expense ratio$52 · $35 on $10k · lower wins0.35%

0.58%12-mo yield$58 · $1,228 on $10k12.28%

−5.6%Worst dropSmaller wins−8.8%

8.3%VolatilityLower wins15.5%

2–2Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsFBUF · JEPQ

7.7%NVDA6.9%

7.8%AAPL6.9%

5.1%MSFT5.5%

3.8%AMZN3.9%

Held in common42.4%

End-of-day Nov 3, 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	AFBUF	Fidelity Dynamic Buffered Equity ETFRead Desk		0.52%	0.58%	+0.1%	+8.2%	+9.8%	new	new	−5.6%	$26M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AFBUF	Fidelity Dynamic Buffered Equity ETFRead Desk		0.52%	0.58%	+0.1%	+8.2%	+9.8%	new	new	−5.6%	$26M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

FBUF vs JEPQ

FBUF

Fidelity Dynamic Buffered Equity

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFBUFJEPQ

Fee0.52%0.35%

Cost on $10k a year$52$35

Yield0.58%12.28%

5 years, per year[…][…]

3 years, per year[…]+20.4%

Worst drop · 1Y−5.6%−8.8%

Volatility · 1Y8.3%15.5%

2–2measures won
level

42.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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 3, 2026

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 3, 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 3, 2026

Overlap: FBUF, JEPQ

Today

42.4%most shared, FBUF and JEPQ

FBUFJEPQ

FBUF—42.4%

JEPQ42.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

FBUF$58 − $52 = $6

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee