FDND vs JEPI

AFDND

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income8.48%FDND · $848 on $10k

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

Held in common6.8%FDND and JEPI

FDND

JEPI

First Trust Exchange-Traded Fund IV - FT Vest Dow Jones Internet & Target Income ETF · $10MJPMorgan Equity Premium Income ETF · $46.8B

[…]3 years · per year[…] · $13,562+10.7%

[…]5 years · per year[…] · $14,118+7.1%

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

8.48%12-mo yield$848 · $809 on $10k8.09%

−17.4%Worst dropSmaller wins−6.7%

21.1%VolatilityLower wins8.8%

1–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDND · JEPI

11.3%AMZN1.9%

5.2%GOOGL1.7%

10.1%META1.6%

5.9%NFLX0.8%

Held in common6.8%

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

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	AFDND	First Trust Exchange-Traded Fund IV - FT Vest Dow Jones Internet & Target Income ETFRead Desk		0.75%	8.48%	+0.2%	−4.0%	−6.5%	new	new	−17.4%	$10M

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

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	AFDND	First Trust Exchange-Traded Fund IV - FT Vest Dow Jones Internet & Target Income ETFRead Desk		0.75%	8.48%	+0.2%	−4.0%	−6.5%	new	new	−17.4%	$10M

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

FDND vs JEPI

FDND

First Trust Exchange-Traded Fund IV - FT Vest Dow Jones Internet & Target Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureFDNDJEPI

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield8.48%8.09%

5 years, per year[…]+7.1%

3 years, per year[…]+10.7%

Worst drop · 1Y−17.4%−6.7%

Volatility · 1Y21.1%8.8%

3–1measures won
JEPI first

6.8%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FDND, JEPI

Today

6.8%most shared, FDND and JEPI

FDNDJEPI

FDND—6.8%

JEPI6.8%—

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

FDND$848 − $75 = $773

KeptFee

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