FTEC vs JEPQ

AFTEC

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$22,397FTEC · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

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

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

Held in common41.7%FTEC and JEPQ

FTEC

JEPQ

Fidelity MSCI Information Technology Index ETF · $22.1BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+32.8%3 years · per year$23,419 · $17,450+20.4%

+17.5%5 years · per year$22,397 · […][…]

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

0.40%12-mo yield$40 · $1,228 on $10k12.28%

−15.8%Worst dropSmaller wins−8.8%

25.6%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTEC · JEPQ

17.2%NVDA6.9%

17.9%AAPL6.9%

12.2%MSFT5.5%

3.9%MU4.1%

Held in common41.7%

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	AFTEC	Fidelity MSCI Information Technology Index ETFRead Desk	0.08%	0.40%	+1.3%	+22.8%	+16.9%	+32.8%	+17.5%	−15.8%	$22.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
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	AFTEC	Fidelity MSCI Information Technology Index ETFRead Desk	0.08%	0.40%	+1.3%	+22.8%	+16.9%	+32.8%	+17.5%	−15.8%	$22.1B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
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

FTEC vs JEPQ

FTEC

Fidelity MSCI Information Technology Index

$22,397

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFTECJEPQ

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield0.40%12.28%

5 years, per year+17.5%[…]

3 years, per year+32.8%+20.4%

Worst drop · 1Y−15.8%−8.8%

Volatility · 1Y25.6%15.5%

3–2measures won
JEPQ first

41.7%

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

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

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

Overlap: FTEC, JEPQ, VIG

Today

41.7%most shared, FTEC and JEPQ

FTECJEPQVIG

FTEC—41.7%24.5%

JEPQ41.7%—26.2%

VIG24.5%26.2%—

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

VIG$147 − $4 = $143

FTEC$40 − $8 = $32

KeptFee

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