FQAL vs JEPQ

AFQAL

BJEPQ

Measures won4–1FQAL wins · of 6 · 5Y

$10,000 · 5Y$16,392FQAL

Lowest cost0.15%FQAL · $15 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−8.4%FQAL · worst fall in 1Y

Held in common37.4%FQAL and JEPQ

FQAL

JEPQ

Fidelity Quality Factor ETF · $1.6BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+20.4%3 years · per year$17,466 · $16,202+17.4%

+10.4%5 years · per year$16,392 · […][…]

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

1.19%12-mo yield$119 · $1,279 on $10k12.79%

−8.4%Worst dropSmaller wins−11.5%

12.1%VolatilityLower wins16.7%

4–1FQAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFQAL · JEPQ

8.1%AAPL7.4%

6.9%NVDA6.6%

6.5%MSFT6.1%

2.1%META2.8%

Held in common37.4%

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

Both

5Y2 funds

#			Trend
1	AFQAL	Fidelity Quality Factor ETFRead Desk		0.15%	1.19%	+0.1%	+9.0%	+10.4%	+20.4%	+10.4%	−8.4%	$1.6B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFQAL	Fidelity Quality Factor ETFRead Desk		0.15%	1.19%	+0.1%	+9.0%	+10.4%	+20.4%	+10.4%	−8.4%	$1.6B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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

FQAL vs JEPQ

FQAL

Fidelity Quality Factor

$16,392

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFQALJEPQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.19%12.79%

5 years, per year+10.4%[…]

3 years, per year+20.4%+17.4%

Worst drop · 1Y−8.4%−11.5%

Volatility · 1Y12.1%16.7%

4–1measures won
FQAL first

37.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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

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: FQAL, JEPQ

Today

37.4%most shared, FQAL and JEPQ

FQALJEPQ

FQAL—37.4%

JEPQ37.4%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

FQAL$119 − $15 = $104

KeptFee

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