FFTY vs JEPI

AFFTY

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · FFTY $6,053

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.8%FFTY and JEPI

FFTY

JEPI

CapForce IBD 50 ETF · $54MJPMorgan Equity Premium Income ETF · $46.8B

+11.9%3 years · per year$13,993 · $13,562+10.7%

−9.6%5 years · per year$6,053 · $14,118+7.1%

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

1.63%12-mo yield$163 · $809 on $10k8.09%

−34.5%Worst dropSmaller wins−6.7%

35.6%VolatilityLower wins8.8%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFTY · JEPI

0.8%LLY1.2%

2.8%CRWD0.1%

Held in common0.8%

End-of-day Nov 6, 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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	AFFTY	CapForce IBD 50 ETFRead Desk		0.80%	1.63%	−0.6%	−17.4%	−25.3%	+11.9%	−9.6%	−34.5%	$54M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	AFFTY	CapForce IBD 50 ETFRead Desk		0.80%	1.63%	−0.6%	−17.4%	−25.3%	+11.9%	−9.6%	−34.5%	$54M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FFTY vs JEPI

FFTY

CapForce IBD 50

$6,053

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureFFTYJEPI

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield1.63%8.09%

5 years, per year−9.6%+7.1%

3 years, per year+11.9%+10.7%

Worst drop · 1Y−34.5%−6.7%

Volatility · 1Y35.6%8.8%

5–1measures won
JEPI first

0.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FFTY, JEPI

Today

0.8%most shared, FFTY and JEPI

FFTYJEPI

FFTY—0.8%

JEPI0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

FFTY$163 − $80 = $83

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee