FSEC vs JEPI

AFSEC

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI · FSEC $10,207

Lowest cost0.35%JEPI · $35 on $10k

Most income7.83%JEPI · $783 on $10k

Smallest drop−5.0%FSEC · worst fall in 1Y

Held in common[…]FSEC and JEPI

FSEC

JEPI

FIDELITY INVESTMENT GRADE SECURITIZED ETF · $4.5BJPMorgan Equity Premium Income ETF · $46.1B

+6.9%3 years · per year$12,199 · $14,269+12.6%

+0.4%5 years · per year$10,207 · $14,635+7.9%

0.36%Expense ratio$36 · $35 on $10k · lower wins0.35%

4.55%12-mo yield$455 · $783 on $10k7.83%

−5.0%Worst dropSmaller wins−6.7%

4.6%VolatilityLower wins8.1%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSEC · JEPI

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

Held in common[…]

End-of-day Nov 4, 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%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	AFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk		0.36%	4.55%	+0.4%	+0.1%	+1.0%	+6.9%	+0.4%	−5.0%	$4.5B

End-of-day Nov 4, 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%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	AFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk		0.36%	4.55%	+0.4%	+0.1%	+1.0%	+6.9%	+0.4%	−5.0%	$4.5B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSEC vs JEPI

FSEC

FIDELITY INVESTMENT GRADE SECURITIZED

$10,207

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureFSECJEPI

Fee0.36%0.35%

Cost on $10k a year$36$35

Yield4.55%7.83%

5 years, per year+0.4%+7.9%

3 years, per year+6.9%+12.6%

Worst drop · 1Y−5.0%−6.7%

Volatility · 1Y4.6%8.1%

4–2measures won
JEPI first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FSEC, JEPI

Today

[…]holdings […]

FSECJEPI

FSEC—[…]

JEPI[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

FSEC$455 − $36 = $419

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee