FID vs JEPQ

AFID

BJEPQ

Measures won3–2FID wins · of 6 · 5Y

$10,000 · 5Y$15,431FID

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−8.9%FID · worst fall in 1Y

Held in common0.0%FID and JEPQ

FID

JEPQ

First Trust S&P International Dividend Aristocrats ETF · $172MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+20.6%3 years · per year$17,528 · $16,202+17.4%

+9.1%5 years · per year$15,431 · […][…]

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

4.02%12-mo yield$402 · $1,279 on $10k12.79%

−8.9%Worst dropSmaller wins−11.5%

10.7%VolatilityLower wins16.7%

3–2FID wins

$10,000 · 5 yearsOne scale

Shared top holdingsFID · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AFID	First Trust S&P International Dividend Aristocrats ETFRead Desk		0.60%	4.02%	−1.0%	+10.9%	+16.7%	+20.6%	+9.1%	−8.9%	$172M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	AFID	First Trust S&P International Dividend Aristocrats ETFRead Desk		0.60%	4.02%	−1.0%	+10.9%	+16.7%	+20.6%	+9.1%	−8.9%	$172M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

FID vs JEPQ

FID

First Trust S&P International Dividend Aristocrats

$15,431

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFIDJEPQ

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield4.02%12.79%

5 years, per year+9.1%[…]

3 years, per year+20.6%+17.4%

Worst drop · 1Y−8.9%−11.5%

Volatility · 1Y10.7%16.7%

3–2measures won
FID first

0.0%

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: FID, JEPQ

Today

0.0%most shared, FID and JEPQ

FIDJEPQ

FID—0.0%

JEPQ0.0%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

FID$402 − $60 = $342

KeptFee

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