FDFF vs JEPQ

AFDFF

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.9%FDFF and JEPQ

FDFF

JEPQ

Fidelity Disruptive Finance ETF · $44MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+15.9%3 years · per year$15,555 · $16,495+18.2%

[…]5 years · per year[…]

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

0.94%12-mo yield$94 · $1,239 on $10k12.39%

−18.1%Worst dropSmaller wins−11.5%

19.8%VolatilityLower wins16.9%

0–5JEPQ wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDFF · JEPQ

0.6%MELI0.3%

5.0%MA0.3%

2.1%CPAY0.2%

0.6%MSTR0.1%

Held in common0.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.94%	+2.2%	+5.3%	+9.1%	+15.9%	new	−18.1%	$44M
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.94%	+2.2%	+5.3%	+9.1%	+15.9%	new	−18.1%	$44M
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDFF vs JEPQ

FDFF

Fidelity Disruptive Finance

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFDFFJEPQ

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield0.94%12.39%

5 years, per year[…][…]

3 years, per year+15.9%+18.2%

Worst drop · 1Y−18.1%−11.5%

Volatility · 1Y19.8%16.9%

5–0measures won
JEPQ first

0.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

Overlap: FDFF, JEPQ, SCHD, SMH

Today

23.9%most shared, JEPQ and SMH

FDFFJEPQSCHDSMH

FDFF—0.9%0.7%0.0%

JEPQ0.9%—3.8%23.9%

SCHD0.7%3.8%—8.2%

SMH0.0%23.9%8.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

FDFF$94 − $50 = $44

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee