FVAL vs JEPI

AFVAL

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,544FVAL · JEPI $14,118

Lowest cost0.15%FVAL · $15 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common30.2%FVAL and JEPI

FVAL

JEPI

Fidelity Value Factor ETF · $1.4BJPMorgan Equity Premium Income ETF · $46.8B

+21.6%3 years · per year$17,983 · $13,562+10.7%

+11.9%5 years · per year$17,544 · $14,118+7.1%

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

1.53%12-mo yield$153 · $809 on $10k8.09%

−8.9%Worst dropSmaller wins−6.7%

12.4%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFVAL · JEPI

6.5%MSFT2.0%

8.1%AAPL2.0%

3.7%AMZN1.9%

4.4%GOOGL1.7%

Held in common30.2%

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	AFVAL	Fidelity Value Factor ETFRead Desk		0.15%	1.53%	−0.2%	+12.4%	+16.0%	+21.6%	+11.9%	−8.9%	$1.4B
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	AFVAL	Fidelity Value Factor ETFRead Desk		0.15%	1.53%	−0.2%	+12.4%	+16.0%	+21.6%	+11.9%	−8.9%	$1.4B
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

FVAL vs JEPI

FVAL

Fidelity Value Factor

$17,544

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureFVALJEPI

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.53%8.09%

5 years, per year+11.9%+7.1%

3 years, per year+21.6%+10.7%

Worst drop · 1Y−8.9%−6.7%

Volatility · 1Y12.4%8.8%

3–3measures won
level

30.2%

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: FVAL, JEPI

Today

30.2%most shared, FVAL and JEPI

FVALJEPI

FVAL—30.2%

JEPI30.2%—

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

FVAL$153 − $15 = $138

KeptFee

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