FSTA vs JEPQ

AFSTA

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,632FSTA · JEPI $14,322

Lowest cost0.08%FSTA · $8 on $10k

Most income12.28%JEPQ · $1,228 on $10k

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

Held in common5.4%FSTA and JEPQ

FSTA

JEPQ

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

+13.8%3 years · per year$14,724 · $17,450+20.4%

+7.9%5 years · per year$14,632 · […][…]

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

2.09%12-mo yield$209 · $1,228 on $10k12.28%

−9.4%Worst dropSmaller wins−8.8%

15.0%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSTA · JEPQ

14.7%WMT2.1%

11.9%COST1.3%

4.4%PEP0.7%

2.1%MNST0.5%

Held in common5.4%

End-of-day Nov 3, 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	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.09%	−1.9%	+16.7%	+18.8%	+13.8%	+7.9%	−9.4%	$1.4B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

All Three

5Y3 funds

#
1	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.09%	−1.9%	+16.7%	+18.8%	+13.8%	+7.9%	−9.4%	$1.4B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 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

$14,632

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFSTAJEPQ

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield2.09%12.28%

5 years, per year+7.9%[…]

3 years, per year+13.8%+20.4%

Worst drop · 1Y−9.4%−8.8%

Volatility · 1Y15.0%15.5%

3–2measures won
JEPQ first

5.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FSTA, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

FSTAJEPQJEPI

FSTA—5.4%8.8%

JEPQ5.4%—26.6%

JEPI8.8%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

FSTA$209 − $8 = $201

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee