FTLS vs JEPI

AFTLS

BJEPI

Measures won4–2FTLS wins · of 6 · 5Y

$10,000 · 5Y$15,549FTLS · JEPI $14,118

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−5.2%FTLS · worst fall in 1Y

Held in common30.5%FTLS and JEPI

FTLS

JEPI

First Trust Long/Short Equity ETF · $2.6BJPMorgan Equity Premium Income ETF · $46.8B

+12.8%3 years · per year$14,350 · $13,562+10.7%

+9.2%5 years · per year$15,549 · $14,118+7.1%

0.95%Expense ratio$95 · $35 on $10k · lower wins0.35%

0.90%12-mo yield$90 · $809 on $10k8.09%

−5.2%Worst dropSmaller wins−6.7%

8.5%VolatilityLower wins8.8%

4–2FTLS wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTLS · JEPI

5.1%MSFT2.0%

6.8%AAPL2.0%

3.2%AMZN1.9%

4.0%GOOGL1.7%

Held in common30.5%

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	AFTLS	First Trust Long/Short Equity ETFRead Desk		0.95%	0.90%	−0.1%	+5.0%	+4.6%	+12.8%	+9.2%	−5.2%	$2.6B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

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	AFTLS	First Trust Long/Short Equity ETFRead Desk		0.95%	0.90%	−0.1%	+5.0%	+4.6%	+12.8%	+9.2%	−5.2%	$2.6B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

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

FTLS vs JEPI

FTLS

First Trust Long/Short Equity

$15,549

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureFTLSJEPI

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield0.90%8.09%

5 years, per year+9.2%+7.1%

3 years, per year+12.8%+10.7%

Worst drop · 1Y−5.2%−6.7%

Volatility · 1Y8.5%8.8%

4–2measures won
FTLS first

30.5%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FTLS, JEPI

Today

30.5%most shared, FTLS and JEPI

FTLSJEPI

FTLS—30.5%

JEPI30.5%—

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

FTLS$90 − $95 = −$5

KeptFee

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