FVAL vs JEPQ

AFVAL

BJEPQ

Measures won4–1FVAL wins · of 6 · 5Y

$10,000 · 5Y$17,544FVAL

Lowest cost0.15%FVAL · $15 on $10k

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

Smallest drop−8.9%FVAL · worst fall in 1Y

Held in common37.8%FVAL and JEPQ

FVAL

JEPQ

Fidelity Value Factor ETF · $1.4BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+21.6%3 years · per year$17,983 · $16,202+17.4%

+11.9%5 years · per year$17,544 · […][…]

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

1.53%12-mo yield$153 · $1,279 on $10k12.79%

−8.9%Worst dropSmaller wins−11.5%

12.4%VolatilityLower wins16.7%

4–1FVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFVAL · JEPQ

8.1%AAPL7.4%

6.9%NVDA6.6%

6.5%MSFT6.1%

3.7%AMZN4.4%

Held in common37.8%

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	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	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	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

FVAL vs JEPQ

FVAL

Fidelity Value Factor

$17,544

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFVALJEPQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.53%12.79%

5 years, per year+11.9%[…]

3 years, per year+21.6%+17.4%

Worst drop · 1Y−8.9%−11.5%

Volatility · 1Y12.4%16.7%

4–1measures won
FVAL first

37.8%

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, JEPQ

Today

37.8%most shared, FVAL and JEPQ

FVALJEPQ

FVAL—37.8%

JEPQ37.8%—

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

FVAL$153 − $15 = $138

KeptFee

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