FDM vs JEPI

AFDM

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,570FDM · JEPI $14,635

Lowest cost0.35%JEPI · $35 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common0.0%FDM and JEPI

FDM

JEPI

First Trust Dow Jones Select MicroCap Index Fund · $268MJPMorgan Equity Premium Income ETF · $46.1B

+23.2%3 years · per year$18,722 · $14,269+12.6%

+10.6%5 years · per year$16,570 · $14,635+7.9%

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

1.47%12-mo yield$147 · $783 on $10k7.83%

−9.3%Worst dropSmaller wins−6.7%

16.9%VolatilityLower wins8.1%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDM · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk		0.65%	1.47%	+2.6%	+18.1%	+27.3%	+23.2%	+10.6%	−9.3%	$268M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk		0.65%	1.47%	+2.6%	+18.1%	+27.3%	+23.2%	+10.6%	−9.3%	$268M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDM vs JEPI

FDM

First Trust Dow Jones Select MicroCap Index Fund

$16,570

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureFDMJEPI

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield1.47%7.83%

5 years, per year+10.6%+7.9%

3 years, per year+23.2%+12.6%

Worst drop · 1Y−9.3%−6.7%

Volatility · 1Y16.9%8.1%

4–2measures won
JEPI first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FDM, JEPI

Today

0.0%most shared, FDM and JEPI

FDMJEPI

FDM—0.0%

JEPI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

FDM$147 − $65 = $82

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee