FPFD vs JEPI

AFPFD

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI · FPFD $10,418

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−4.8%FPFD · worst fall in 1Y

Held in common0.0%FPFD and JEPI

FPFD

JEPI

Fidelity Preferred Securities & Income ETF · $76MJPMorgan Equity Premium Income ETF · $46.1B

+7.3%3 years · per year$12,359 · $13,674+11.0%

+0.8%5 years · per year$10,418 · $14,108+7.1%

0.59%Expense ratio$59 · $35 on $10k · lower wins0.35%

5.77%12-mo yield$577 · $809 on $10k8.09%

−4.8%Worst dropSmaller wins−6.7%

3.3%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPFD · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	AFPFD	Fidelity Preferred Securities & Income ETFRead Desk		0.59%	5.77%	−0.5%	−1.9%	−1.7%	+7.3%	+0.8%	−4.8%	$76M

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
2	AFPFD	Fidelity Preferred Securities & Income ETFRead Desk		0.59%	5.77%	−0.5%	−1.9%	−1.7%	+7.3%	+0.8%	−4.8%	$76M

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

FPFD vs JEPI

FPFD

Fidelity Preferred Securities & Income

$10,418

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureFPFDJEPI

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield5.77%8.09%

5 years, per year+0.8%+7.1%

3 years, per year+7.3%+11.0%

Worst drop · 1Y−4.8%−6.7%

Volatility · 1Y3.3%8.8%

4–2measures won
JEPI first

0.0%

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: FPFD, JEPI

Today

0.0%most shared, FPFD and JEPI

FPFDJEPI

FPFD—0.0%

JEPI0.0%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

FPFD$577 − $59 = $518

KeptFee

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