FNDF vs JEPI

AFNDF

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,326FNDF · JEPI $14,635

Lowest cost0.25%FNDF · $25 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common0.3%FNDF and JEPI

FNDF

JEPI

Schwab Fundamental International Large Company Index ETF · $25.9BJPMorgan Equity Premium Income ETF · $46.1B

+25.6%3 years · per year$19,830 · $14,269+12.6%

+14.1%5 years · per year$19,326 · $14,635+7.9%

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

2.99%12-mo yield$299 · $783 on $10k7.83%

−10.6%Worst dropSmaller wins−6.7%

16.4%VolatilityLower wins8.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFNDF · JEPI

0.2%NXPI0.2%

0.1%MDT0.6%

Held in common0.3%

End-of-day Nov 4, 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	AFNDF	Schwab Fundamental International Large Company Index ETFRead Desk		0.25%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFNDF	Schwab Fundamental International Large Company Index ETFRead Desk		0.25%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FNDF vs JEPI

FNDF

Schwab Fundamental International Large Company Index

$19,326

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureFNDFJEPI

Fee0.25%0.35%

Cost on $10k a year$25$35

Yield2.99%7.83%

5 years, per year+14.1%+7.9%

3 years, per year+25.6%+12.6%

Worst drop · 1Y−10.6%−6.7%

Volatility · 1Y16.4%8.1%

3–3measures won
level

0.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FNDF, JEPI

Today

0.3%most shared, FNDF and JEPI

FNDFJEPI

FNDF—0.3%

JEPI0.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

FNDF$299 − $25 = $274

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee