FSMB vs JEPQ

AFSMB

BJEPQ

Measures won3–2FSMB wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · FSMB $10,807

Lowest cost0.06%SCHD · $6 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−2.4%FSMB · worst fall in 1Y

Held in common[…]FSMB and JEPQ

FSMB

JEPQ

First Trust Short Duration Managed Municipal ETF · $661MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+3.9%3 years · per year$11,229 · $17,406+20.3%

+1.6%5 years · per year$10,807 · […][…]

0.34%Expense ratio$34 · $35 on $10k · lower wins0.35%

3.21%12-mo yield$321 · $1,217 on $10k12.17%

−2.4%Worst dropSmaller wins−8.8%

1.8%VolatilityLower wins15.5%

3–2FSMB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSMB · JEPQ

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

Held in common[…]

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AFSMB	First Trust Short Duration Managed Municipal ETFRead Desk	0.34%	3.21%	+0.1%	+1.5%	+2.1%	+3.9%	+1.6%	−2.4%	$661M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	AFSMB	First Trust Short Duration Managed Municipal ETFRead Desk	0.34%	3.21%	+0.1%	+1.5%	+2.1%	+3.9%	+1.6%	−2.4%	$661M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Cards for this view

FSMB vs JEPQ

FSMB

First Trust Short Duration Managed Municipal

$10,807

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFSMBJEPQ

Fee0.34%0.35%

Cost on $10k a year$34$35

Yield3.21%12.17%

5 years, per year+1.6%[…]

3 years, per year+3.9%+20.3%

Worst drop · 1Y−2.4%−8.8%

Volatility · 1Y1.8%15.5%

3–2measures won
FSMB first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FSMB, JEPQ, SCHD

Today

3.8%most shared, JEPQ and SCHD

FSMBJEPQSCHD

FSMB—[…][…]

JEPQ[…]—3.8%

SCHD[…]3.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SCHD$298 − $6 = $292

FSMB$321 − $34 = $287

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee