FTGC vs JEPI

AFTGC

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,615FTGC · JEPI $14,118

Lowest cost0.35%JEPI · $35 on $10k

Most income15.07%FTGC · $1,507 on $10k

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

Held in common[…]FTGC and JEPI

FTGC

JEPI

First Trust Global Tactical Commodity Strategy Fund · $3.2BJPMorgan Equity Premium Income ETF · $45.2B

+15.5%3 years · per year$15,425 · $13,562+10.7%

+12.0%5 years · per year$17,615 · $14,118+7.1%

0.98%Expense ratio$98 · $35 on $10k · lower wins0.35%

15.07%12-mo yield$1,507 · $809 on $10k8.09%

−12.3%Worst dropSmaller wins−6.7%

16.1%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTGC · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	AFTGC	First Trust Global Tactical Commodity Strategy FundRead Desk		0.98%	15.07%	+0.2%	+28.2%	+29.7%	+15.5%	+12.0%	−12.3%	$3.2B
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	AFTGC	First Trust Global Tactical Commodity Strategy FundRead Desk		0.98%	15.07%	+0.2%	+28.2%	+29.7%	+15.5%	+12.0%	−12.3%	$3.2B
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

FTGC vs JEPI

FTGC

First Trust Global Tactical Commodity Strategy Fund

$17,615

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureFTGCJEPI

Fee0.98%0.35%

Cost on $10k a year$98$35

Yield15.07%8.09%

5 years, per year+12.0%+7.1%

3 years, per year+15.5%+10.7%

Worst drop · 1Y−12.3%−6.7%

Volatility · 1Y16.1%8.8%

3–3measures won
level

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: FTGC, JEPI

Today

[…]holdings […]

FTGCJEPI

FTGC—[…]

JEPI[…]—

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

Income After Fees on $10,000

$1,409most kept, FTGC

FTGC$1,507 − $98 = $1,409

JEPI$809 − $35 = $774

KeptFee

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