FNCL vs JEPQ

AFNCL

BJEPQ

Measures won3–2FNCL wins · of 6 · 5Y

$10,000 · 5Y$15,425FNCL

Lowest cost0.08%FNCL · $8 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common0.6%FNCL and JEPQ

FNCL

JEPQ

Fidelity MSCI Financials Index ETF · $2.2BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+23.6%3 years · per year$18,881 · $17,406+20.3%

+9.1%5 years · per year$15,425 · […][…]

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

1.59%12-mo yield$159 · $1,217 on $10k12.17%

−14.8%Worst dropSmaller wins−8.8%

15.3%VolatilityLower wins15.5%

3–2FNCL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNCL · JEPQ

5.9%MA0.3%

0.3%CPAY0.2%

0.5%PYPL0.1%

Held in common0.6%

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

Both

5Y2 funds

#			Trend
1	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
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

Both

5Y2 funds

#			Trend
1	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
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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 JEPQ

FNCL

Fidelity MSCI Financials Index

$15,425

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFNCLJEPQ

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.59%12.17%

5 years, per year+9.1%[…]

3 years, per year+23.6%+20.3%

Worst drop · 1Y−14.8%−8.8%

Volatility · 1Y15.3%15.5%

3–2measures won
FNCL first

0.6%

holdings shared

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

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

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

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, JEPQ

Today

0.6%most shared, FNCL and JEPQ

FNCLJEPQ

FNCL—0.6%

JEPQ0.6%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

FNCL$159 − $8 = $151

KeptFee

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