FTA vs JEPQ

AFTA

BJEPQ

Measures won3–2FTA wins · of 6 · 5Y

$10,000 · 5Y$16,890FTA

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−8.1%FTA · worst fall in 1Y

Held in common4.5%FTA and JEPQ

FTA

JEPQ

First Trust Large Cap Value AlphaDEX Fund · $1.5BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+21.4%3 years · per year$17,873 · $17,450+20.4%

+11.1%5 years · per year$16,890 · […][…]

0.58%Expense ratio$58 · $35 on $10k · lower wins0.35%

1.69%12-mo yield$169 · $1,228 on $10k12.28%

−8.1%Worst dropSmaller wins−8.8%

11.3%VolatilityLower wins15.5%

3–2FTA wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTA · JEPQ

0.5%TMUS0.5%

0.4%INTU0.5%

0.4%REGN0.6%

0.9%CMCSA0.4%

Held in common4.5%

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

Both

5Y2 funds

#			Trend
1	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.69%	−1.1%	+22.0%	+27.8%	+21.4%	+11.1%	−8.1%	$1.5B
2	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

Both

5Y2 funds

#			Trend
1	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.69%	−1.1%	+22.0%	+27.8%	+21.4%	+11.1%	−8.1%	$1.5B
2	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

FTA vs JEPQ

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,890

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFTAJEPQ

Fee0.58%0.35%

Cost on $10k a year$58$35

Yield1.69%12.28%

5 years, per year+11.1%[…]

3 years, per year+21.4%+20.4%

Worst drop · 1Y−8.1%−8.8%

Volatility · 1Y11.3%15.5%

3–2measures won
FTA first

4.5%

holdings shared

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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: FTA, JEPQ

Today

4.5%most shared, FTA and JEPQ

FTAJEPQ

FTA—4.5%

JEPQ4.5%—

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

FTA$169 − $58 = $111

KeptFee

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