FEPI vs JEPQ

AFEPI

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

Most income26.72%FEPI · $2,672 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common41.0%FEPI and JEPQ

FEPI

JEPQ

REX FANG & Innovation Equity Premium Income ETF · $667MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+18.4%3 years · per year$16,579 · $17,450+20.4%

[…]5 years · per year[…]

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

26.72%12-mo yield$2,672 · $1,228 on $10k12.28%

−15.0%Worst dropSmaller wins−8.8%

20.9%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsFEPI · JEPQ

7.4%AAPL6.9%

6.9%NVDA6.9%

7.0%MSFT5.5%

6.7%MU4.1%

Held in common41.0%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	AFEPI	REX FANG & Innovation Equity Premium Income ETFRead Desk		0.65%	26.72%	+1.8%	+2.9%	+1.0%	+18.4%	new	−15.0%	$667M
2	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

Both

5Y2 funds

#			Trend							5Y/yr
1	AFEPI	REX FANG & Innovation Equity Premium Income ETFRead Desk		0.65%	26.72%	+1.8%	+2.9%	+1.0%	+18.4%	new	−15.0%	$667M
2	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

FEPI vs JEPQ

FEPI

REX FANG & Innovation Equity Premium Income

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFEPIJEPQ

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield26.72%12.28%

5 years, per year[…][…]

3 years, per year+18.4%+20.4%

Worst drop · 1Y−15.0%−8.8%

Volatility · 1Y20.9%15.5%

4–1measures won
JEPQ first

41.0%

holdings shared

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

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

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

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: FEPI, JEPQ

Today

41.0%most shared, FEPI and JEPQ

FEPIJEPQ

FEPI—41.0%

JEPQ41.0%—

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

Income After Fees on $10,000

$2,607most kept, FEPI

FEPI$2,672 − $65 = $2,607

JEPQ$1,228 − $35 = $1,193

KeptFee

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