FDLS vs JEPQ5YFDLSFDLSAvsBJEPQJEPQInspire Fidelis Multi Factor ETF · $251MJPMorgan Nasdaq Equity Premium Income ETF · $41.8BReturns · dividends in+19.7%3 years · per year$17,167 · $16,406+17.9%[…]5 years · per year[…]Cost and income0.66%Expense ratio$66 · $35 on $10k · lower wins0.35%0.87%12-mo yield$87 · $1,224 on $10k12.24%
$10,000 in FDLS, JEPQ, VTV5Y$10k startVTV $17.9kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: FDLS, JEPQ, VTVToday17.3%most shared, JEPQ and VTVFDLSJEPQVTVFDLS—2.1%1.5%JEPQ2.1%—17.3%VTV1.5%17.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
FDLS vs JEPQ5YAFDLSInspire Fidelis Multi Factor[…]vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureFDLSJEPQFee0.66%0.35%Cost on $10k a year$66$35Yield0.87%12.24%5 years, per year[…][…]3 years, per year+19.7%+17.9%Worst drop · 1Y−10.8%−11.5%Volatility · 1Y17.4%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2AFDLSInspire Fidelis Multi Factor ETFReadDesk0.66%0.87%−0.9%+14.6%+16.7%+19.7%new−10.8%$251M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.24%−0.3%+7.8%+8.8%+17.9%new−11.5%$41.8BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2AFDLSInspire Fidelis Multi Factor ETFReadDesk0.66%0.87%−0.9%+14.6%+16.7%+19.7%new−10.8%$251M3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.24%−0.3%+7.8%+8.8%+17.9%new−11.5%$41.8BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
VTV vs SCHVYTDVanguardVTVVA+21.7%vsBSSCHVSchwab+19.2%Jan 1Nov 12+21.7%+19.2%+21.7%Year to date+19.2%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
Overlap: FDLS, JEPQ, VTVToday17.3%most shared, JEPQ and VTVFDLSJEPQVTVFDLS—2.1%1.5%JEPQ2.1%—17.3%VTV1.5%17.3%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,189most kept, JEPQJEPQ$1,224 − $35 = $1,189VTV$182 − $3 = $179FDLS$87 − $66 = $21KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee