FCVT vs JEPQ

AFCVT

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$10,869FCVT

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common0.0%FCVT and JEPQ

FCVT

JEPQ

First Trust SSI Strategic Convertible Securities ETF · $78MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+14.8%3 years · per year$15,114 · $17,406+20.3%

+1.7%5 years · per year$10,869 · […][…]

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

1.29%12-mo yield$129 · $1,217 on $10k12.17%

−22.3%Worst dropSmaller wins−8.8%

21.1%VolatilityLower wins15.5%

0–5JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsFCVT · JEPQ

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

Held in common0.0%

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	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.29%	−4.5%	−0.8%	−1.8%	+14.8%	+1.7%	−22.3%	$78M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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	AFCVT	First Trust SSI Strategic Convertible Securities ETFRead Desk		0.95%	1.29%	−4.5%	−0.8%	−1.8%	+14.8%	+1.7%	−22.3%	$78M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

FCVT vs JEPQ

FCVT

First Trust SSI Strategic Convertible Securities

$10,869

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFCVTJEPQ

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield1.29%12.17%

5 years, per year+1.7%[…]

3 years, per year+14.8%+20.3%

Worst drop · 1Y−22.3%−8.8%

Volatility · 1Y21.1%15.5%

5–0measures won
JEPQ first

0.0%

holdings shared

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

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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FCVT, JEPQ

Today

0.0%most shared, FCVT and JEPQ

FCVTJEPQ

FCVT—0.0%

JEPQ0.0%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

FCVT$129 − $95 = $34

KeptFee

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