FVAL vs JEPI5YFVALFVALAvsBJEPIJEPIFidelity Value Factor ETF · $1.4BJPMorgan Equity Premium Income ETF · $46.6BReturns · dividends in+20.9%3 years · per year$17,673 · $13,634+10.9%+12.0%5 years · per year$17,612 · $14,429+7.6%Cost and income0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%1.51%12-mo yield$151 · $792 on $10k
Overlap: FVAL, JEPI, VUGToday42.5%most shared, FVAL and VUGFVALJEPIVUGFVAL—30.7%42.5%JEPI30.7%—27.7%VUG42.5%27.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
FVAL vs JEPI5YAFVALFidelity Value Factor$17,612vsJEPIBJPMorgan Equity Premium Income$14,429$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AFVALFidelity Value Factor ETFReadDesk0.15%1.51%−0.2%+13.7%+18.2%+20.9%+12.0%−8.9%$1.4B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.92%+0.1%+7.6%+10.6%+10.9%+7.6%−6.7%$46.6BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AFVALFidelity Value Factor ETFReadDesk0.15%1.51%−0.2%+13.7%+18.2%+20.9%+12.0%−8.9%$1.4B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.92%+0.1%+7.6%+10.6%+10.9%+7.6%−6.7%$46.6BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
Overlap: FVAL, JEPI, VUGToday42.5%most shared, FVAL and VUGFVALJEPIVUGFVAL—30.7%42.5%JEPI30.7%—27.7%VUG42.5%27.7%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$757most kept, JEPIJEPI$792 − $35 = $757FVAL$151 − $15 = $136VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee