FTLS vs JEPQ

AFTLS

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$15,549FTLS

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.79%JEPQ · $1,279 on $10k

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

Held in common34.0%FTLS and JEPQ

FTLS

JEPQ

First Trust Long/Short Equity ETF · $2.6BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+12.8%3 years · per year$14,350 · $16,202+17.4%

+9.2%5 years · per year$15,549 · […][…]

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

0.90%12-mo yield$90 · $1,279 on $10k12.79%

−5.2%Worst dropSmaller wins−11.5%

8.5%VolatilityLower wins16.7%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTLS · JEPQ

6.8%AAPL7.4%

6.1%NVDA6.6%

5.1%MSFT6.1%

3.2%AMZN4.4%

Held in common34.0%

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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 JEPQ

FTLS

First Trust Long/Short Equity

$15,549

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFTLSJEPQ

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield0.90%12.79%

5 years, per year+9.2%[…]

3 years, per year+12.8%+17.4%

Worst drop · 1Y−5.2%−11.5%

Volatility · 1Y8.5%16.7%

3–2measures won
JEPQ first

34.0%

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, JEPQ

Today

34.0%most shared, FTLS and JEPQ

FTLSJEPQ

FTLS—34.0%

JEPQ34.0%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

FTLS$90 − $95 = −$5

KeptFee

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