FNDA vs JEPQ

AFNDA

BJEPQ

Measures won3–2FNDA wins · of 6 · 5Y

$10,000 · 5Y$13,959FNDA

Lowest cost0.25%FNDA · $25 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−9.4%FNDA · worst fall in 1Y

Held in common1.1%FNDA and JEPQ

FNDA

JEPQ

Schwab Fundamental U.S. Small Company Index ETF · $8.8BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+17.2%3 years · per year$16,103 · $16,495+18.2%

+6.9%5 years · per year$13,959 · […][…]

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

1.21%12-mo yield$121 · $1,239 on $10k12.39%

−9.4%Worst dropSmaller wins−11.5%

16.2%VolatilityLower wins16.9%

3–2FNDA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDA · JEPQ

0.3%DASH0.2%

0.2%APP0.4%

0.3%DXCM0.2%

0.2%CRWD1.0%

Held in common1.1%

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	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
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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	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
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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 JEPQ

FNDA

Schwab Fundamental U.S. Small Company Index

$13,959

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFNDAJEPQ

Fee0.25%0.35%

Cost on $10k a year$25$35

Yield1.21%12.39%

5 years, per year+6.9%[…]

3 years, per year+17.2%+18.2%

Worst drop · 1Y−9.4%−11.5%

Volatility · 1Y16.2%16.9%

3–2measures won
FNDA first

1.1%

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, JEPQ

Today

1.1%most shared, FNDA and JEPQ

FNDAJEPQ

FNDA—1.1%

JEPQ1.1%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

FNDA$121 − $25 = $96

KeptFee

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