FSMD vs JEPQ

AFSMD

BJEPQ

Measures won3–1FSMD wins · of 6 · 5Y

$10,000 · 5Y$16,557VUG · FSMD $15,058

Lowest cost0.03%VUG · $3 on $10k

Most income12.20%JEPQ · $1,220 on $10k

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

Held in common0.0%FSMD and JEPQ

Fidelity Small-Mid Multifactor ETF · $2.5BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+18.2%3 years · per year$16,526 · $16,525+18.2%

+8.5%5 years · per year$15,058 · […][…]

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

1.28%12-mo yield$128 · $1,220 on $10k12.20%

Cards for this view

FSMD

Fidelity Small-Mid Multifactor

$15,058

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFSMDJEPQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.28%12.20%

5 years, per year+8.5%[…]

3 years, per year+18.2%+18.2%

Worst drop · 1Y−8.5%−11.5%

Volatility · 1Y15.8%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.28%	+0.9%	+16.1%	+17.9%	+18.2%	+8.5%	−8.5%	$2.5B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	AFSMD	Fidelity Small-Mid Multifactor ETFRead Desk	0.15%	1.28%	+0.9%	+16.1%	+17.9%	+18.2%	+8.5%	−8.5%	$2.5B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

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