FNCL vs JEPI

AFNCL

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,243VIG · FNCL $15,379

Lowest cost0.04%VIG · $4 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common10.0%FNCL and JEPI

FNCL

JEPI

Fidelity MSCI Financials Index ETF · $2.3BJPMorgan Equity Premium Income ETF · $46.8B

+23.1%3 years · per year$18,650 · $13,562+10.7%

+9.0%5 years · per year$15,379 · $14,118+7.1%

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

1.60%12-mo yield$160 · $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%MA2.1%

7.8%V1.9%

1.5%PGR1.0%

2.2%C1.0%

Held in common10.0%

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AFNCL	Fidelity MSCI Financials Index ETFRead Desk	0.08%	1.60%	−0.6%	+5.2%	+10.2%	+23.1%	+9.0%	−14.8%	$2.3B
3	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

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AFNCL	Fidelity MSCI Financials Index ETFRead Desk	0.08%	1.60%	−0.6%	+5.2%	+10.2%	+23.1%	+9.0%	−14.8%	$2.3B
3	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

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

FNCL vs JEPI

FNCL

Fidelity MSCI Financials Index

$15,379

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureFNCLJEPI

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.60%8.09%

5 years, per year+9.0%+7.1%

3 years, per year+23.1%+10.7%

Worst drop · 1Y−14.8%−6.7%

Volatility · 1Y15.3%8.8%

3–3measures won
level

10.0%

holdings shared

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

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: FNCL, JEPI, VIG

Today

30.7%most shared, JEPI and VIG

FNCLJEPIVIG

FNCL—10.0%20.2%

JEPI10.0%—30.7%

VIG20.2%30.7%—

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

FNCL$160 − $8 = $152

VIG$150 − $4 = $146

KeptFee

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