FDV vs JEPQ

AFDV

BJEPQ

Measures won3–2FDV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−7.4%FDV · worst fall in 1Y

Held in common3.1%FDV and JEPQ

FDV

JEPQ

Federated Hermes U.S. Strategic Dividend ETF · $1.0BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+19.2%3 years · per year$16,920 · $16,495+18.2%

[…]5 years · per year[…]

0.61%Expense ratio$61 · $35 on $10k · lower wins0.35%

2.85%12-mo yield$285 · $1,239 on $10k12.39%

−7.4%Worst dropSmaller wins−11.5%

11.3%VolatilityLower wins16.9%

3–2FDV wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsFDV · JEPQ

3.3%PEP0.8%

1.1%TMUS0.6%

1.9%MDLZ0.5%

2.8%ABBV0.5%

Held in common3.1%

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							5Y/yr
1	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk		0.61%	2.85%	+0.9%	+22.6%	+26.4%	+19.2%	new	−7.4%	$1.0B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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							5Y/yr
1	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk		0.61%	2.85%	+0.9%	+22.6%	+26.4%	+19.2%	new	−7.4%	$1.0B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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

FDV vs JEPQ

FDV

Federated Hermes U.S. Strategic Dividend

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFDVJEPQ

Fee0.61%0.35%

Cost on $10k a year$61$35

Yield2.85%12.39%

5 years, per year[…][…]

3 years, per year+19.2%+18.2%

Worst drop · 1Y−7.4%−11.5%

Volatility · 1Y11.3%16.9%

3–2measures won
FDV first

3.1%

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%

$120BAssets$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: FDV, JEPQ

Today

3.1%most shared, FDV and JEPQ

FDVJEPQ

FDV—3.1%

JEPQ3.1%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

FDV$285 − $61 = $224

KeptFee

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