FRTY vs JEPQ

AFRTY

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$8,892FRTY

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.45%JEPQ · $1,245 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common0.6%FRTY and JEPQ

FRTY

JEPQ

Alger Mid Cap 40 ETF · $134MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+19.9%3 years · per year$17,253 · $16,284+17.6%

−2.3%5 years · per year$8,892 · […][…]

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

0.20%12-mo yield$20 · $1,245 on $10k12.45%

−19.0%

End-of-day Nov 10, 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	AFRTY	Alger Mid Cap 40 ETFRead Desk		0.60%	0.20%	−1.4%	−1.2%	−3.5%	+19.9%	−2.3%	−19.0%	$134M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFRTY	Alger Mid Cap 40 ETFRead Desk		0.60%	0.20%	−1.4%	−1.2%	−3.5%	+19.9%	−2.3%	−19.0%	$134M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FRTY vs JEPQ

FRTY

Alger Mid Cap 40

$8,892

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFRTYJEPQ

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield0.20%12.45%

5 years, per year−2.3%[…]

3 years, per year+19.9%+17.6%

Worst drop · 1Y−19.0%−11.5%

Volatility · 1Y29.0%

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FRTY vs JEPQ

Both

Both

$10,000 in FRTY, JEPQ

Overlap: FRTY, JEPQ

FRTY vs JEPQ

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Overlap: FRTY, JEPQ

Income After Fees on $10,000