FDL vs JEPI

AFDL

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$19,815FDL · JEPI $14,448

Lowest cost0.35%JEPI · $35 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common8.1%FDL and JEPI

FDL

JEPI

First Trust Morningstar Dividend Leaders Index Fund · $8.4BJPMorgan Equity Premium Income ETF · $45.2B

+22.8%3 years · per year$18,502 · $13,679+11.0%

+14.7%5 years · per year$19,815 · $14,448+7.6%

0.43%Expense ratio$43 · $35 on $10k · lower wins0.35%

3.61%12-mo yield$361 · $793 on $10k7.93%

−7.2%Worst dropSmaller wins−6.7%

12.7%VolatilityLower wins9.0%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDL · JEPI

6.2%PM1.7%

1.7%MDLZ1.4%

5.2%PEP1.0%

2.3%SO1.0%

Held in common8.1%

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

Both

5Y2 funds

#			Trend
1	AFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk		0.43%	3.61%	+0.6%	+24.3%	+31.3%	+22.8%	+14.7%	−7.2%	$8.4B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

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

Both

5Y2 funds

#			Trend
1	AFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk		0.43%	3.61%	+0.6%	+24.3%	+31.3%	+22.8%	+14.7%	−7.2%	$8.4B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

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

FDL vs JEPI

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,815

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureFDLJEPI

Fee0.43%0.35%

Cost on $10k a year$43$35

Yield3.61%7.93%

5 years, per year+14.7%+7.6%

3 years, per year+22.8%+11.0%

Worst drop · 1Y−7.2%−6.7%

Volatility · 1Y12.7%9.0%

4–2measures won
JEPI first

8.1%

holdings shared

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

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FDL, JEPI

Today

8.1%most shared, FDL and JEPI

FDLJEPI

FDL—8.1%

JEPI8.1%—

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

FDL$361 − $43 = $318

KeptFee

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