FNDA vs JEPI

AFNDA

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,448JEPI · FNDA $13,959

Lowest cost0.25%FNDA · $25 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common0.6%FNDA and JEPI

FNDA

JEPI

Schwab Fundamental U.S. Small Company Index ETF · $8.8BJPMorgan Equity Premium Income ETF · $45.2B

+17.2%3 years · per year$16,103 · $13,679+11.0%

+6.9%5 years · per year$13,959 · $14,448+7.6%

0.25%Expense ratio$25 · $35 on $10k · lower wins0.35%

1.21%12-mo yield$121 · $793 on $10k7.93%

−9.4%Worst dropSmaller wins−6.7%

16.2%VolatilityLower wins9.0%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDA · JEPI

0.3%DASH0.5%

0.1%PLTR0.6%

0.1%TOST0.1%

0.2%CRWD0.1%

Held in common0.6%

End-of-day Nov 9, 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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.21%	+2.8%	+16.7%	+21.6%	+17.2%	+6.9%	−9.4%	$8.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk		0.25%	1.21%	+2.8%	+16.7%	+21.6%	+17.2%	+6.9%	−9.4%	$8.8B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FNDA vs JEPI

FNDA

Schwab Fundamental U.S. Small Company Index

$13,959

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureFNDAJEPI

Fee0.25%0.35%

Cost on $10k a year$25$35

Yield1.21%7.93%

5 years, per year+6.9%+7.6%

3 years, per year+17.2%+11.0%

Worst drop · 1Y−9.4%−6.7%

Volatility · 1Y16.2%9.0%

4–2measures won
JEPI first

0.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FNDA, JEPI

Today

0.6%most shared, FNDA and JEPI

FNDAJEPI

FNDA—0.6%

JEPI0.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

FNDA$121 − $25 = $96

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee