FDIV vs JEPQ

AFDIV

BJEPQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%FDIV · $35 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−9.6%FDIV · worst fall in 1Y

Held in common3.2%FDIV and JEPQ

FDIV

JEPQ

MarketDesk Focused U.S. Dividend ETF · $55MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+8.9%3 years · per year$12,926 · $16,202+17.4%

[…]5 years · per year[…]

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

2.42%12-mo yield$242 · $1,279 on $10k12.79%

−9.6%Worst dropSmaller wins−11.5%

12.9%VolatilityLower wins16.7%

2–2Level

$10,000 · 5 yearsOne scale

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

Shared top holdingsFDIV · JEPQ

1.8%TXN0.9%

2.1%MDLZ0.5%

1.9%QCOM0.5%

1.0%INTU0.5%

Held in common3.2%

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							5Y/yr
1	AFDIV	MarketDesk Focused U.S. Dividend ETFRead Desk		0.35%	2.42%	−0.7%	+4.2%	+8.2%	+8.9%	new	−9.6%	$55M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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							5Y/yr
1	AFDIV	MarketDesk Focused U.S. Dividend ETFRead Desk		0.35%	2.42%	−0.7%	+4.2%	+8.2%	+8.9%	new	−9.6%	$55M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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 JEPQ

FDIV

MarketDesk Focused U.S. Dividend

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFDIVJEPQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield2.42%12.79%

5 years, per year[…][…]

3 years, per year+8.9%+17.4%

Worst drop · 1Y−9.6%−11.5%

Volatility · 1Y12.9%16.7%

2–2measures won
level

3.2%

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, JEPQ

Today

3.2%most shared, FDIV and JEPQ

FDIVJEPQ

FDIV—3.2%

JEPQ3.2%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

FDIV$242 − $35 = $207

KeptFee

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