FDLS vs JEPI

AFDLS

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · JEPI $14,108

Lowest cost0.03%VUG · $3 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common2.0%FDLS and JEPI

FDLS

JEPI

Inspire Fidelis Multi Factor ETF · $256MJPMorgan Equity Premium Income ETF · $46.8B

+22.1%3 years · per year$18,222 · $13,674+11.0%

[…]5 years · per year[…] · $14,108+7.1%

0.66%Expense ratio$66 · $35 on $10k · lower wins0.35%

0.86%12-mo yield$86 · $809 on $10k8.09%

−9.5%Worst dropSmaller wins−6.7%

16.5%VolatilityLower wins8.8%

1–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · JEPI

1.0%EOG1.6%

0.9%AVGO1.6%

Held in common2.0%

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$256M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
3	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$256M

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

Cards for this view

FDLS vs JEPI

FDLS

Inspire Fidelis Multi Factor

[…]

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureFDLSJEPI

Fee0.66%0.35%

Cost on $10k a year$66$35

Yield0.86%8.09%

5 years, per year[…]+7.1%

3 years, per year+22.1%+11.0%

Worst drop · 1Y−9.5%−6.7%

Volatility · 1Y16.5%8.8%

4–1measures won
JEPI first

2.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: FDLS, JEPI, VUG

Today

27.2%most shared, JEPI and VUG

FDLSJEPIVUG

FDLS—2.0%2.0%

JEPI2.0%—27.2%

VUG2.0%27.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VUG$43 − $3 = $40

FDLS$86 − $66 = $20

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee