FSMD vs JEPQ

AFSMD

BJEPQ

Measures won4–1FSMD wins · of 6 · 5Y

$10,000 · 5Y$15,041FSMD

Lowest cost0.15%FSMD · $15 on $10k

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

Smallest drop−8.5%FSMD · worst fall in 1Y

Held in common0.0%FSMD and JEPQ

FSMD

JEPQ

Fidelity Small-Mid Multifactor ETF · $2.5BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+18.1%3 years · per year$16,462 · $16,202+17.4%

+8.5%5 years · per year$15,041 · […][…]

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

1.33%12-mo yield$133 · $1,279 on $10k12.79%

−8.5%Worst dropSmaller wins−11.5%

15.6%VolatilityLower wins16.7%

4–1FSMD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSMD · JEPQ

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

Held in common0.0%

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	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk		0.15%	1.33%	+0.1%	+12.2%	+14.6%	+18.1%	+8.5%	−8.5%	$2.5B
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	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk		0.15%	1.33%	+0.1%	+12.2%	+14.6%	+18.1%	+8.5%	−8.5%	$2.5B
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

FSMD vs JEPQ

FSMD

Fidelity Small-Mid Multifactor

$15,041

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFSMDJEPQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.33%12.79%

5 years, per year+8.5%[…]

3 years, per year+18.1%+17.4%

Worst drop · 1Y−8.5%−11.5%

Volatility · 1Y15.6%16.7%

4–1measures won
FSMD first

0.0%

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: FSMD, JEPQ

Today

0.0%most shared, FSMD and JEPQ

FSMDJEPQ

FSMD—0.0%

JEPQ0.0%—

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

FSMD$133 − $15 = $118

KeptFee

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