FXG vs JEPQ

AFXG

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$11,735FXG

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common2.0%FXG and JEPQ

FXG

JEPQ

First Trust Consumer Staples AlphaDEX Fund · $214MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+4.5%3 years · per year$11,419 · $17,450+20.4%

+3.3%5 years · per year$11,735 · […][…]

0.63%Expense ratio$63 · $35 on $10k · lower wins0.35%

2.05%12-mo yield$205 · $1,228 on $10k12.28%

−16.0%Worst dropSmaller wins−8.8%

14.8%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXG · JEPQ

1.7%PEP0.7%

1.8%MNST0.5%

1.7%MDLZ0.5%

2.5%KO0.2%

Held in common2.0%

End-of-day Nov 3, 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	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk		0.63%	2.05%	−2.2%	+2.8%	+2.3%	+4.5%	+3.3%	−16.0%	$214M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk		0.63%	2.05%	−2.2%	+2.8%	+2.3%	+4.5%	+3.3%	−16.0%	$214M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXG vs JEPQ

FXG

First Trust Consumer Staples AlphaDEX Fund

$11,735

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFXGJEPQ

Fee0.63%0.35%

Cost on $10k a year$63$35

Yield2.05%12.28%

5 years, per year+3.3%[…]

3 years, per year+4.5%+20.4%

Worst drop · 1Y−16.0%−8.8%

Volatility · 1Y14.8%15.5%

4–1measures won
JEPQ first

2.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FXG, JEPQ

Today

2.0%most shared, FXG and JEPQ

FXGJEPQ

FXG—2.0%

JEPQ2.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

FXG$205 − $63 = $142

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee