FSTA vs JEPI

AFSTA

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,199FSTA · JEPI $14,635

Lowest cost0.08%FSTA · $8 on $10k

Most income7.83%JEPI · $783 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common8.7%FSTA and JEPI

FSTA

JEPI

Fidelity MSCI Consumer Staples Index ETF · $1.4BJPMorgan Equity Premium Income ETF · $46.0B

+14.4%3 years · per year$14,985 · $14,269+12.6%

+8.7%5 years · per year$15,199 · $14,635+7.9%

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

2.02%12-mo yield$202 · $783 on $10k7.83%

−9.4%Worst dropSmaller wins−6.7%

15.3%VolatilityLower wins8.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFSTA · JEPI

11.9%COST1.7%

4.4%PM1.7%

2.6%MDLZ1.3%

4.4%PEP1.0%

Held in common8.7%

End-of-day Nov 4, 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	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk		0.08%	2.02%	+3.3%	+20.5%	+23.2%	+14.4%	+8.7%	−9.4%	$1.4B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk		0.08%	2.02%	+3.3%	+20.5%	+23.2%	+14.4%	+8.7%	−9.4%	$1.4B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSTA vs JEPI

FSTA

Fidelity MSCI Consumer Staples Index

$15,200

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureFSTAJEPI

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield2.02%7.83%

5 years, per year+8.7%+7.9%

3 years, per year+14.4%+12.6%

Worst drop · 1Y−9.4%−6.7%

Volatility · 1Y15.3%8.1%

3–3measures won
level

8.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FSTA, JEPI

Today

8.7%most shared, FSTA and JEPI

FSTAJEPI

FSTA—8.7%

JEPI8.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

FSTA$202 − $8 = $194

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee