FPFD vs JEPI

AFPFD

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · JEPI $14,118

Lowest cost0.06%SCHD · $6 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 · $73MJPMorgan Equity Premium Income ETF · $45.2B

+7.3%3 years · per year$12,339 · $13,562+10.7%

+0.9%5 years · per year$10,464 · $14,118+7.1%

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

5.75%12-mo yield$575 · $809 on $10k8.09%

−4.8%Worst dropSmaller wins−6.7%

3.3%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFPFD · JEPI

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

Held in common0.0%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
3	AFPFD	Fidelity Preferred Securities & Income ETFRead Desk	0.59%	5.75%	+0.4%	−1.5%	−1.3%	+7.3%	+0.9%	−4.8%	$73M

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
3	AFPFD	Fidelity Preferred Securities & Income ETFRead Desk	0.59%	5.75%	+0.4%	−1.5%	−1.3%	+7.3%	+0.9%	−4.8%	$73M

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

FPFD vs JEPI

FPFD

Fidelity Preferred Securities & Income

$10,464

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureFPFDJEPI

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield5.75%8.09%

5 years, per year+0.9%+7.1%

3 years, per year+7.3%+10.7%

Worst drop · 1Y−4.8%−6.7%

Volatility · 1Y3.3%8.8%

4–2measures won
JEPI first

0.0%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FPFD, JEPI, SCHD

Today

8.2%most shared, JEPI and SCHD

FPFDJEPISCHD

FPFD—0.0%0.0%

JEPI0.0%—8.2%

SCHD0.0%8.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

FPFD$575 − $59 = $516

SCHD$300 − $6 = $294

KeptFee

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