FSTA vs JEPQ

AFSTA

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$15,199FSTA

Lowest cost0.08%FSTA · $8 on $10k

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

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common5.3%FSTA and JEPQ

FSTA

JEPQ

Fidelity MSCI Consumer Staples Index ETF · $1.4BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+14.4%3 years · per year$14,985 · $17,406+20.3%

+8.7%5 years · per year$15,199 · […][…]

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

2.02%12-mo yield$202 · $1,217 on $10k12.17%

−9.4%Worst dropSmaller wins−8.8%

15.3%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsFSTA · JEPQ

14.6%WMT2.0%

11.9%COST1.3%

4.4%PEP0.7%

2.1%MNST0.5%

Held in common5.3%

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$41.8B

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$41.8B

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 JEPQ

FSTA

Fidelity MSCI Consumer Staples Index

$15,199

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFSTAJEPQ

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield2.02%12.17%

5 years, per year+8.7%[…]

3 years, per year+14.4%+20.3%

Worst drop · 1Y−9.4%−8.8%

Volatility · 1Y15.3%15.5%

3–2measures won
JEPQ first

5.3%

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, JEPQ

Today

5.3%most shared, FSTA and JEPQ

FSTAJEPQ

FSTA—5.3%

JEPQ5.3%—

End-of-day Nov 4, 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

FSTA$202 − $8 = $194

KeptFee

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