FXN vs JEPQ

AFXN

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$21,042FXN · JEPI $14,322

Lowest cost0.35%JEPQ · $35 on $10k

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

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

Held in common0.3%FXN and JEPQ

FXN

JEPQ

First Trust Energy AlphaDEX Fund · $394MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+14.4%3 years · per year$14,991 · $17,450+20.4%

+16.0%5 years · per year$21,042 · […][…]

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

1.75%12-mo yield$175 · $1,228 on $10k12.28%

−13.4%Worst dropSmaller wins−8.8%

23.6%VolatilityLower wins15.5%

0–5JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFXN · JEPQ

2.5%FANG0.3%

Held in common0.3%

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

All Three

5Y3 funds

#
1	AFXN	First Trust Energy AlphaDEX FundRead Desk	0.63%	1.75%	−0.5%	+48.0%	+54.5%	+14.4%	+16.0%	−13.4%	$394M
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	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

All Three

5Y3 funds

#
1	AFXN	First Trust Energy AlphaDEX FundRead Desk	0.63%	1.75%	−0.5%	+48.0%	+54.5%	+14.4%	+16.0%	−13.4%	$394M
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	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

FXN vs JEPQ

FXN

First Trust Energy AlphaDEX Fund

$21,042

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFXNJEPQ

Fee0.63%0.35%

Cost on $10k a year$63$35

Yield1.75%12.28%

5 years, per year+16.0%[…]

3 years, per year+14.4%+20.4%

Worst drop · 1Y−13.4%−8.8%

Volatility · 1Y23.6%15.5%

5–0measures won
JEPQ first

0.3%

holdings shared

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

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: FXN, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

FXNJEPQJEPI

FXN—0.3%3.1%

JEPQ0.3%—26.6%

JEPI3.1%26.6%—

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

JEPI$796 − $35 = $761

FXN$175 − $63 = $112

KeptFee

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