FWD vs JEPI

AFWD

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common21.2%FWD and JEPI

FWD

JEPI

Alliance Bernstein - AB Disruptors ETF · $2.9BJPMorgan Equity Premium Income ETF · $45.2B

+29.9%3 years · per year$21,926 · $13,562+10.7%

[…]5 years · per year[…] · $14,118+7.1%

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

0.10%12-mo yield$10 · $809 on $10k8.09%

−27.3%Worst dropSmaller wins−6.7%

31.0%VolatilityLower wins8.8%

1–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFWD · JEPI

3.6%MSFT2.0%

2.4%AMZN1.9%

2.5%META1.6%

3.6%NVDA1.6%

Held in common21.2%

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	AFWD	Alliance Bernstein - AB Disruptors ETFRead Desk		0.65%	0.10%	+2.3%	+6.0%	+3.0%	+29.9%	new	−27.3%	$2.9B

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	AFWD	Alliance Bernstein - AB Disruptors ETFRead Desk		0.65%	0.10%	+2.3%	+6.0%	+3.0%	+29.9%	new	−27.3%	$2.9B

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

FWD vs JEPI

FWD

Alliance Bernstein - AB Disruptors

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureFWDJEPI

Fee0.65%0.35%

Cost on $10k a year$65$35

Yield0.10%8.09%

5 years, per year[…]+7.1%

3 years, per year+29.9%+10.7%

Worst drop · 1Y−27.3%−6.7%

Volatility · 1Y31.0%8.8%

4–1measures won
JEPI first

21.2%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FWD, JEPI

Today

21.2%most shared, FWD and JEPI

FWDJEPI

FWD—21.2%

JEPI21.2%—

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

FWD$10 − $65 = −$55

KeptFee

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