FNCL vs JEPI

AFNCL

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · FNCL $15,425

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common9.9%FNCL and JEPI

FNCL

JEPI

Fidelity MSCI Financials Index ETF · $2.2BJPMorgan Equity Premium Income ETF · $46.1B

+23.6%3 years · per year$18,881 · $13,674+11.0%

+9.1%5 years · per year$15,425 · $14,108+7.1%

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

1.59%12-mo yield$159 · $809 on $10k8.09%

−14.8%Worst dropSmaller wins−6.7%

15.3%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNCL · JEPI

5.9%MA2.0%

7.8%V1.9%

1.5%PGR1.0%

2.3%C1.0%

Held in common9.9%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AFNCL	Fidelity MSCI Financials Index ETFRead Desk	0.08%	1.59%	−2.8%	+5.8%	+11.3%	+23.6%	+9.1%	−14.8%	$2.2B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	AFNCL	Fidelity MSCI Financials Index ETFRead Desk	0.08%	1.59%	−2.8%	+5.8%	+11.3%	+23.6%	+9.1%	−14.8%	$2.2B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

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

Cards for this view

FNCL vs JEPI

FNCL

Fidelity MSCI Financials Index

$15,425

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureFNCLJEPI

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.59%8.09%

5 years, per year+9.1%+7.1%

3 years, per year+23.6%+11.0%

Worst drop · 1Y−14.8%−6.7%

Volatility · 1Y15.3%8.8%

3–3measures won
level

9.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FNCL, JEPI, SCHD

Today

9.9%most shared, FNCL and JEPI

FNCLJEPISCHD

FNCL—9.9%4.2%

JEPI9.9%—8.1%

SCHD4.2%8.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$298 − $6 = $292

FNCL$159 − $8 = $151

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee