FSGS vs JEPQ

AFSGS

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$11,957FSGS

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−11.3%FSGS · worst fall in 1Y

Held in common0.2%FSGS and JEPQ

FSGS

JEPQ

First Trust SMID Growth Strength ETF · $30MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+11.2%3 years · per year$13,737 · $16,202+17.4%

+3.6%5 years · per year$11,957 · […][…]

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

0.03%12-mo yield$3 · $1,279 on $10k12.79%

−11.3%Worst dropSmaller wins−11.5%

15.2%VolatilityLower wins16.7%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSGS · JEPQ

1.0%DXCM0.2%

Held in common0.2%

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	AFSGS	First Trust SMID Growth Strength ETFRead Desk		0.60%	0.03%	−0.7%	+5.9%	+5.0%	+11.2%	+3.6%	−11.3%	$30M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	AFSGS	First Trust SMID Growth Strength ETFRead Desk		0.60%	0.03%	−0.7%	+5.9%	+5.0%	+11.2%	+3.6%	−11.3%	$30M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

FSGS vs JEPQ

FSGS

First Trust SMID Growth Strength

$11,957

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFSGSJEPQ

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield0.03%12.79%

5 years, per year+3.6%[…]

3 years, per year+11.2%+17.4%

Worst drop · 1Y−11.3%−11.5%

Volatility · 1Y15.2%16.7%

3–2measures won
JEPQ first

0.2%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FSGS, JEPQ

Today

0.2%most shared, FSGS and JEPQ

FSGSJEPQ

FSGS—0.2%

JEPQ0.2%—

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

FSGS$3 − $60 = −$57

KeptFee

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