FEX vs JEPQ

AFEX

BJEPQ

Measures won3–2FEX wins · of 6 · 5Y

$10,000 · 5Y$16,030FEX

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.45%JEPQ · $1,245 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common13.4%FEX and JEPQ

FEX

JEPQ

First Trust Large Cap Core AlphaDEX Fund · $1.6BJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+20.2%3 years · per year$17,364 · $16,284+17.6%

+9.9%5 years · per year$16,030 · […][…]

0.57%Expense ratio$57 · $35 on $10k · lower wins0.35%

1.01%12-mo yield$101 · $1,245 on $10k12.45%

−6.6%

End-of-day Nov 10, 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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	1.01%	0.0%	+16.4%	+19.2%	+20.2%	+9.9%	−6.6%	$1.6B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	1.01%	0.0%	+16.4%	+19.2%	+20.2%	+9.9%	−6.6%	$1.6B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FEX vs JEPQ

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,030

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFEXJEPQ

Fee0.57%0.35%

Cost on $10k a year$57$35

Yield1.01%12.45%

5 years, per year+9.9%[…]

3 years, per year+20.2%+17.6%

Worst drop · 1Y−6.6%−11.5%

Volatility · 1Y13.4%

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FEX vs JEPQ

Both

Both

$10,000 in FEX, JEPQ

Overlap: FEX, JEPQ

FEX vs JEPQ

JEPQ vs JEPI

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Overlap: FEX, JEPQ

Income After Fees on $10,000