FDRR vs JEPI

AFDRR

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,732FDRR · JEPI $14,448

Lowest cost0.15%FDRR · $15 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common26.2%FDRR and JEPI

FDRR

JEPI

Fidelity Dividend ETF for Rising Rates · $762MJPMorgan Equity Premium Income ETF · $45.2B

+22.3%3 years · per year$18,296 · $13,679+11.0%

+12.1%5 years · per year$17,732 · $14,448+7.6%

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

2.06%12-mo yield$206 · $793 on $10k7.93%

−8.5%Worst dropSmaller wins−6.7%

12.2%VolatilityLower wins9.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDRR · JEPI

7.1%MSFT2.0%

8.7%AAPL2.0%

1.8%JNJ1.8%

4.5%GOOGL1.7%

Held in common26.2%

End-of-day Nov 9, 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	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk		0.15%	2.06%	+1.9%	+13.1%	+17.3%	+22.3%	+12.1%	−8.5%	$762M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk		0.15%	2.06%	+1.9%	+13.1%	+17.3%	+22.3%	+12.1%	−8.5%	$762M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDRR vs JEPI

FDRR

Fidelity Dividend ETF for Rising Rates

$17,732

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureFDRRJEPI

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield2.06%7.93%

5 years, per year+12.1%+7.6%

3 years, per year+22.3%+11.0%

Worst drop · 1Y−8.5%−6.7%

Volatility · 1Y12.2%9.0%

3–3measures won
level

26.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FDRR, JEPI

Today

26.2%most shared, FDRR and JEPI

FDRRJEPI

FDRR—26.2%

JEPI26.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

FDRR$206 − $15 = $191

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee