FSEC vs JMTG

AFSEC

BJMTG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$10,177FSEC

Lowest cost0.36%FSEC · $36 on $10k

Most income4.57%FSEC · $457 on $10k

Smallest drop−4.8%JMTG · worst fall in 1Y

Held in common[…]FSEC and JMTG

FSEC

JMTG

FIDELITY INVESTMENT GRADE SECURITIZED ETF · $4.5BJPMorgan Mortgage-Backed Securities ETF · $6.8B

+6.6%3 years · per year$12,100 · […][…]

+0.4%5 years · per year$10,177 · […][…]

0.36%Expense ratio$36 · $37 on $10k · lower wins0.37%

4.57%12-mo yield$457 · $453 on $10k4.53%

−5.0%Worst dropSmaller wins−4.8%

4.6%VolatilityLower wins4.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsFSEC · JMTG

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

Held in common[…]

End-of-day Nov 3, 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	AFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk		0.36%	4.57%	−0.2%	−0.3%	+0.4%	+6.6%	+0.4%	−5.0%	$4.5B
2	BJMTG	JPMorgan Mortgage-Backed Securities ETFRead Desk		0.37%	4.53%	−0.2%	−0.2%	+0.6%	new	new	−4.8%	$6.8B

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

Both

5Y2 funds

#			Trend
1	AFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk		0.36%	4.57%	−0.2%	−0.3%	+0.4%	+6.6%	+0.4%	−5.0%	$4.5B
2	BJMTG	JPMorgan Mortgage-Backed Securities ETFRead Desk		0.37%	4.53%	−0.2%	−0.2%	+0.6%	new	new	−4.8%	$6.8B

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

Cards for this view

FSEC vs JMTG

FSEC

FIDELITY INVESTMENT GRADE SECURITIZED

$10,177

JMTG

JPMorgan Mortgage-Backed Securities

[…]

MeasureFSECJMTG

Fee0.36%0.37%

Cost on $10k a year$36$37

Yield4.57%4.53%

5 years, per year+0.4%[…]

3 years, per year+6.6%[…]

Worst drop · 1Y−5.0%−4.8%

Volatility · 1Y4.6%4.0%

2–2measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FSEC, JMTG

Today

[…]holdings […]

FSECJMTG

FSEC—[…]

JMTG[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$421most kept, FSEC

FSEC$457 − $36 = $421

JMTG$453 − $37 = $416

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee