FNCL vs JEPQ

AFNCL

BJEPQ

Measures won3–2FNCL wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · FNCL $15,379

Lowest cost0.04%VIG · $4 on $10k

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

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.6%FNCL and JEPQ

FNCL

JEPQ

Fidelity MSCI Financials Index ETF · $2.3BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+23.1%3 years · per year$18,650 · $16,202+17.4%

+9.0%5 years · per year$15,379 · […][…]

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

1.60%12-mo yield$160 · $1,279 on $10k12.79%

−14.8%Worst dropSmaller wins−11.5%

15.3%VolatilityLower wins16.7%

3–2FNCL wins

$10,000 · 5 yearsAll three, one 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 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	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

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	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

FNCL vs JEPQ

FNCL

Fidelity MSCI Financials Index

$15,379

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFNCLJEPQ

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.60%12.79%

5 years, per year+9.0%[…]

3 years, per year+23.1%+17.4%

Worst drop · 1Y−14.8%−11.5%

Volatility · 1Y15.3%16.7%

3–2measures won
FNCL first

0.6%

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, JEPQ, VIG

Today

26.2%most shared, JEPQ and VIG

FNCLJEPQVIG

FNCL—0.6%20.2%

JEPQ0.6%—26.2%

VIG20.2%26.2%—

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

FNCL$160 − $8 = $152

VIG$150 − $4 = $146

KeptFee

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