FSTA vs JEPI

AFSTA

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · FSTA $15,014

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common8.8%FSTA and JEPI

FSTA

JEPI

Fidelity MSCI Consumer Staples Index ETF · $1.4BJPMorgan Equity Premium Income ETF · $46.1B

+14.1%3 years · per year$14,837 · $13,674+11.0%

+8.5%5 years · per year$15,014 · $14,108+7.1%

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

2.04%12-mo yield$204 · $809 on $10k8.09%

−9.4%Worst dropSmaller wins−6.7%

15.3%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSTA · JEPI

11.9%COST1.7%

4.4%PM1.7%

2.6%MDLZ1.4%

4.4%PEP1.1%

Held in common8.8%

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%	$122.9B
2	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.04%	−0.7%	+19.7%	+21.8%	+14.1%	+8.5%	−9.4%	$1.4B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

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%	$122.9B
2	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.04%	−0.7%	+19.7%	+21.8%	+14.1%	+8.5%	−9.4%	$1.4B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

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

FSTA vs JEPI

FSTA

Fidelity MSCI Consumer Staples Index

$15,014

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureFSTAJEPI

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield2.04%8.09%

5 years, per year+8.5%+7.1%

3 years, per year+14.1%+11.0%

Worst drop · 1Y−9.4%−6.7%

Volatility · 1Y15.3%8.8%

3–3measures won
level

8.8%

holdings shared

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FSTA, JEPI, SCHD

Today

20.0%most shared, FSTA and SCHD

FSTAJEPISCHD

FSTA—8.8%20.0%

JEPI8.8%—8.1%

SCHD20.0%8.1%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$298 − $6 = $292

FSTA$204 − $8 = $196

KeptFee

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