FDIS vs JEPQ

AFDIS

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$12,313FDIS

Lowest cost0.08%FDIS · $8 on $10k

Most income12.45%JEPQ · $1,245 on $10k

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

Held in common9.9%FDIS and JEPQ

FDIS

JEPQ

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+15.3%3 years · per year$15,335 · $16,284+17.6%

+4.2%5 years · per year$12,313 · […][…]

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

0.74%12-mo yield$74 · $1,245 on $10k12.45%

−15.5%

End-of-day Nov 10, 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	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.74%	−0.1%	+3.1%	+4.6%	+15.3%	+4.2%	−15.5%	$1.6B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.74%	−0.1%	+3.1%	+4.6%	+15.3%	+4.2%	−15.5%	$1.6B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDIS vs JEPQ

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,313

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFDISJEPQ

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield0.74%12.45%

5 years, per year+4.2%[…]

3 years, per year+15.3%+17.6%

Worst drop · 1Y−15.5%−11.5%

Volatility · 1Y19.7%

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FDIS vs JEPQ

Both

Both

$10,000 in FDIS, JEPQ

Overlap: FDIS, JEPQ

FDIS vs JEPQ

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Overlap: FDIS, JEPQ

Income After Fees on $10,000