FDM vs JEPI

AFDM

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · FDM $15,614

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 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 · $264MJPMorgan Equity Premium Income ETF · $45.2B

+21.5%3 years · per year$17,957 · $13,562+10.7%

+9.3%5 years · per year$15,614 · $14,118+7.1%

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

1.53%12-mo yield$153 · $809 on $10k8.09%

−9.3%Worst dropSmaller wins−6.7%

17.2%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDM · JEPI

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

Held in common0.0%

End-of-day Nov 6, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.53%	−0.6%	+13.3%	+20.9%	+21.5%	+9.3%	−9.3%	$264M
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.53%	−0.6%	+13.3%	+20.9%	+21.5%	+9.3%	−9.3%	$264M
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

End-of-day Nov 6, 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

$15,615

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureFDMJEPI

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield1.53%8.09%

5 years, per year+9.3%+7.1%

3 years, per year+21.5%+10.7%

Worst drop · 1Y−9.3%−6.7%

Volatility · 1Y17.2%8.8%

4–2measures won
JEPI first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FDM, JEPI, SCHD

Today

8.2%most shared, JEPI and SCHD

FDMJEPISCHD

FDM—0.0%0.1%

JEPI0.0%—8.2%

SCHD0.1%8.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

FDM$153 − $65 = $88

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee