FDRR vs JEPQ

AFDRR

BJEPQ

Measures won4–1FDRR wins · of 6 · 5Y

$10,000 · 5Y$17,761FDRR · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common27.9%FDRR and JEPQ

FDRR

JEPQ

Fidelity Dividend ETF for Rising Rates · $749MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+24.1%3 years · per year$19,127 · $17,450+20.4%

+12.2%5 years · per year$17,761 · […][…]

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

2.06%12-mo yield$206 · $1,228 on $10k12.28%

−8.5%Worst dropSmaller wins−8.8%

11.3%VolatilityLower wins15.5%

4–1FDRR wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDRR · JEPQ

8.2%NVDA6.9%

8.4%AAPL6.9%

6.6%MSFT5.5%

2.0%META2.6%

Held in common27.9%

End-of-day Nov 3, 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	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk	0.15%	2.06%	−0.2%	+13.1%	+15.7%	+24.1%	+12.2%	−8.5%	$749M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

All Three

5Y3 funds

#
1	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk	0.15%	2.06%	−0.2%	+13.1%	+15.7%	+24.1%	+12.2%	−8.5%	$749M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

FDRR vs JEPQ

FDRR

Fidelity Dividend ETF for Rising Rates

$17,761

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFDRRJEPQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield2.06%12.28%

5 years, per year+12.2%[…]

3 years, per year+24.1%+20.4%

Worst drop · 1Y−8.5%−8.8%

Volatility · 1Y11.3%15.5%

4–1measures won
FDRR first

27.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FDRR, JEPQ, SCHD

Today

27.9%most shared, FDRR and JEPQ

FDRRJEPQSCHD

FDRR—27.9%15.8%

JEPQ27.9%—3.7%

SCHD15.8%3.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

SCHD$297 − $6 = $291

FDRR$206 − $15 = $191

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee