FTEC vs JEPI

AFTEC

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,834FTEC · JEPI $14,118

Lowest cost0.08%FTEC · $8 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common12.7%FTEC and JEPI

FTEC

JEPI

Fidelity MSCI Information Technology Index ETF · $20.8BJPMorgan Equity Premium Income ETF · $45.2B

+28.7%3 years · per year$21,308 · $13,562+10.7%

+15.8%5 years · per year$20,834 · $14,118+7.1%

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

0.43%12-mo yield$43 · $809 on $10k8.09%

−17.7%Worst dropSmaller wins−6.7%

26.6%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTEC · JEPI

13.7%MSFT2.0%

19.4%AAPL2.0%

16.4%NVDA1.6%

4.0%AVGO1.6%

Held in common12.7%

End-of-day Nov 6, 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	AFTEC	Fidelity MSCI Information Technology Index ETFRead Desk		0.08%	0.43%	+1.4%	+15.5%	+12.1%	+28.7%	+15.8%	−17.7%	$20.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFTEC	Fidelity MSCI Information Technology Index ETFRead Desk		0.08%	0.43%	+1.4%	+15.5%	+12.1%	+28.7%	+15.8%	−17.7%	$20.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FTEC vs JEPI

FTEC

Fidelity MSCI Information Technology Index

$20,835

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureFTECJEPI

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield0.43%8.09%

5 years, per year+15.8%+7.1%

3 years, per year+28.7%+10.7%

Worst drop · 1Y−17.7%−6.7%

Volatility · 1Y26.6%8.8%

3–3measures won
level

12.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FTEC, JEPI

Today

12.7%most shared, FTEC and JEPI

FTECJEPI

FTEC—12.7%

JEPI12.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

FTEC$43 − $8 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee