FDLS vs JEPQ

AFDLS

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG

Lowest cost0.03%VUG · $3 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common2.1%FDLS and JEPQ

FDLS

JEPQ

Inspire Fidelis Multi Factor ETF · $256MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+22.1%3 years · per year$18,222 · $17,406+20.3%

[…]5 years · per year[…]

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

0.86%12-mo yield$86 · $1,217 on $10k12.17%

−9.5%Worst dropSmaller wins−8.8%

16.5%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDLS · JEPQ

0.9%AVGO1.9%

0.7%SNDK0.4%

0.7%TER0.4%

0.9%FANG0.3%

Held in common2.1%

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	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$256M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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	AFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+0.7%	+16.0%	+19.2%	+22.1%	new	−9.5%	$256M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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 JEPQ

FDLS

Inspire Fidelis Multi Factor

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFDLSJEPQ

Fee0.66%0.35%

Cost on $10k a year$66$35

Yield0.86%12.17%

5 years, per year[…][…]

3 years, per year+22.1%+20.3%

Worst drop · 1Y−9.5%−8.8%

Volatility · 1Y16.5%15.5%

4–1measures won
JEPQ first

2.1%

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, JEPQ, VUG

Today

51.9%most shared, JEPQ and VUG

FDLSJEPQVUG

FDLS—2.1%2.0%

JEPQ2.1%—51.9%

VUG2.0%51.9%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VUG$43 − $3 = $40

FDLS$86 − $66 = $20

KeptFee

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