FDIV vs JEPI

AFDIV

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.35%FDIV · $35 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common6.2%FDIV and JEPI

FDIV

JEPI

MarketDesk Focused U.S. Dividend ETF · $55MJPMorgan Equity Premium Income ETF · $45.2B

+8.9%3 years · per year$12,926 · $13,562+10.7%

[…]5 years · per year[…] · $14,118+7.1%

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

2.42%12-mo yield$242 · $809 on $10k8.09%

−9.6%Worst dropSmaller wins−6.7%

12.9%VolatilityLower wins8.8%

0–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDIV · JEPI

2.1%MDLZ1.4%

1.9%C1.0%

1.0%PM1.7%

1.9%UNH0.6%

Held in common6.2%

End-of-day Nov 6, 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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	AFDIV	MarketDesk Focused U.S. Dividend ETFRead Desk		0.35%	2.42%	−0.7%	+4.2%	+8.2%	+8.9%	new	−9.6%	$55M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	AFDIV	MarketDesk Focused U.S. Dividend ETFRead Desk		0.35%	2.42%	−0.7%	+4.2%	+8.2%	+8.9%	new	−9.6%	$55M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDIV vs JEPI

FDIV

MarketDesk Focused U.S. Dividend

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureFDIVJEPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield2.42%8.09%

5 years, per year[…]+7.1%

3 years, per year+8.9%+10.7%

Worst drop · 1Y−9.6%−6.7%

Volatility · 1Y12.9%8.8%

4–0measures won
JEPI first

6.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FDIV, JEPI

Today

6.2%most shared, FDIV and JEPI

FDIVJEPI

FDIV—6.2%

JEPI6.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

FDIV$242 − $35 = $207

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee