FSGS vs JEPQ

AFSGS

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · FSGS $11,969

Lowest cost0.06%SCHD · $6 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.2%FSGS and JEPQ

FSGS

JEPQ

First Trust SMID Growth Strength ETF · $29MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+11.1%3 years · per year$13,731 · $16,495+18.2%

+3.7%5 years · per year$11,969 · […][…]

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

0.03%12-mo yield$3 · $1,239 on $10k12.39%

−11.3%Worst dropSmaller wins−11.5%

15.3%VolatilityLower wins16.9%

2–3JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSGS · JEPQ

0.9%DXCM0.2%

Held in common0.2%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AFSGS	First Trust SMID Growth Strength ETFRead Desk	0.60%	0.03%	+2.5%	+8.5%	+9.4%	+11.1%	+3.7%	−11.3%	$29M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AFSGS	First Trust SMID Growth Strength ETFRead Desk	0.60%	0.03%	+2.5%	+8.5%	+9.4%	+11.1%	+3.7%	−11.3%	$29M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 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

$11,969

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFSGSJEPQ

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield0.03%12.39%

5 years, per year+3.7%[…]

3 years, per year+11.1%+18.2%

Worst drop · 1Y−11.3%−11.5%

Volatility · 1Y15.3%16.9%

3–2measures won
JEPQ first

0.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FSGS, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

FSGSJEPQSCHD

FSGS—0.2%0.8%

JEPQ0.2%—3.8%

SCHD0.8%3.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

FSGS$3 − $60 = −$57

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee