FSTA vs JEPQ

AFSTA

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · FSTA $15,014

Lowest cost0.04%VIG · $4 on $10k

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

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common5.4%FSTA and JEPQ

FSTA

JEPQ

Fidelity MSCI Consumer Staples Index ETF · $1.5BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+14.1%3 years · per year$14,837 · $17,406+20.3%

+8.5%5 years · per year$15,014 · […][…]

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

2.04%12-mo yield$204 · $1,217 on $10k12.17%

−9.4%Worst dropSmaller wins−8.8%

15.3%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 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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%	$1.5B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
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%	$1.5B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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 JEPQ

FSTA

Fidelity MSCI Consumer Staples Index

$15,014

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFSTAJEPQ

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield2.04%12.17%

5 years, per year+8.5%[…]

3 years, per year+14.1%+20.3%

Worst drop · 1Y−9.4%−8.8%

Volatility · 1Y15.3%15.5%

3–2measures won
JEPQ first

5.4%

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

Overlap: FSTA, JEPQ, VIG

Today

26.3%most shared, JEPQ and VIG

FSTAJEPQVIG

FSTA—5.4%9.1%

JEPQ5.4%—26.3%

VIG9.1%26.3%—

End-of-day Nov 5, 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$204 − $8 = $196

VIG$149 − $4 = $145

KeptFee

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