FIDU vs JEPI

AFIDU

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,510FIDU · JEPI $14,322

Lowest cost0.08%FIDU · $8 on $10k

Most income7.96%JEPI · $796 on $10k

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

Held in common8.8%FIDU and JEPI

FIDU

JEPI

Fidelity MSCI Industrials Index ETF · $2.3BJPMorgan Equity Premium Income ETF · $46.0B

+22.7%3 years · per year$18,471 · $14,201+12.4%

+11.9%5 years · per year$17,510 · $14,322+7.4%

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

0.91%12-mo yield$91 · $796 on $10k7.96%

−12.4%Worst dropSmaller wins−6.7%

18.3%VolatilityLower wins7.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFIDU · JEPI

1.4%MMM1.8%

4.1%RTX1.3%

1.3%HWM1.2%

1.2%VRT1.0%

Held in common8.8%

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
1	AFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.91%	+1.0%	+11.0%	+10.3%	+22.7%	+11.9%	−12.4%	$2.3B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

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
1	AFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.91%	+1.0%	+11.0%	+10.3%	+22.7%	+11.9%	−12.4%	$2.3B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

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

FIDU vs JEPI

FIDU

Fidelity MSCI Industrials Index

$17,510

JEPI

JPMorgan Equity Premium Income

$14,322

MeasureFIDUJEPI

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield0.91%7.96%

5 years, per year+11.9%+7.4%

3 years, per year+22.7%+12.4%

Worst drop · 1Y−12.4%−6.7%

Volatility · 1Y18.3%7.9%

3–3measures won
level

8.8%

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: FIDU, JEPI

Today

8.8%most shared, FIDU and JEPI

FIDUJEPI

FIDU—8.8%

JEPI8.8%—

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

FIDU$91 − $8 = $83

KeptFee

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