FPRO vs JEPI

AFPRO

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,448JEPI · FPRO $11,238

Lowest cost0.35%JEPI · $35 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common1.9%FPRO and JEPI

FPRO

JEPI

Fidelity Real Estate Investment ETF · $15MJPMorgan Equity Premium Income ETF · $45.2B

+12.9%3 years · per year$14,388 · $13,679+11.0%

+2.4%5 years · per year$11,238 · $14,448+7.6%

0.57%Expense ratio$57 · $35 on $10k · lower wins0.35%

2.40%12-mo yield$240 · $793 on $10k7.93%

−11.0%Worst dropSmaller wins−6.7%

14.1%VolatilityLower wins9.0%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFPRO · JEPI

10.5%EQIX0.9%

3.7%VTR0.6%

9.5%AMT0.2%

8.6%WELL0.1%

Held in common1.9%

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	AFPRO	Fidelity Real Estate Investment ETFRead Desk		0.57%	2.40%	+1.7%	+14.7%	+15.4%	+12.9%	+2.4%	−11.0%	$15M

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	AFPRO	Fidelity Real Estate Investment ETFRead Desk		0.57%	2.40%	+1.7%	+14.7%	+15.4%	+12.9%	+2.4%	−11.0%	$15M

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

FPRO vs JEPI

FPRO

Fidelity Real Estate Investment

$11,238

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureFPROJEPI

Fee0.57%0.35%

Cost on $10k a year$57$35

Yield2.40%7.93%

5 years, per year+2.4%+7.6%

3 years, per year+12.9%+11.0%

Worst drop · 1Y−11.0%−6.7%

Volatility · 1Y14.1%9.0%

5–1measures won
JEPI first

1.9%

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%

$122BAssets$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: FPRO, JEPI

Today

1.9%most shared, FPRO and JEPI

FPROJEPI

FPRO—1.9%

JEPI1.9%—

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

FPRO$240 − $57 = $183

KeptFee

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