JEPQ vs FDEV

AJEPQ

BFDEV

Measures won2–3FDEV wins · of 6 · 5Y

$10,000 · 5Y$14,539FDEV

Lowest cost0.18%FDEV · $18 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.5%FDEV · worst fall in 1Y

Held in common0.0%JEPQ and FDEV

JEPQ

FDEV

JPMorgan Nasdaq Equity Premium Income ETF · $42.1BFidelity International Multifactor ETF · $276M

+20.3%3 years · per year$17,406 · $17,286+20.0%

[…]5 years · per year[…] · $14,939+8.4%

0.35%Expense ratio$35 · $18 on $10k · lower wins0.18%

12.17%12-mo yield$1,217 · $321 on $10k3.21%

−8.8%Worst dropSmaller wins−8.5%

15.5%VolatilityLower wins12.4%

2–3FDEV wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPQ · FDEV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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	BFDEV	Fidelity International Multifactor ETFRead Desk		0.18%	3.21%	+2.1%	+12.3%	+18.9%	+20.0%	+8.4%	−8.5%	$276M
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

Both

5Y2 funds

#			Trend
1	BFDEV	Fidelity International Multifactor ETFRead Desk		0.18%	3.21%	+2.1%	+12.3%	+18.9%	+20.0%	+8.4%	−8.5%	$276M
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

Cards for this view

JEPQ vs FDEV

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

FDEV

Fidelity International Multifactor

$14,939

MeasureJEPQFDEV

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield12.17%3.21%

5 years, per year[…]+8.4%

3 years, per year+20.3%+20.0%

Worst drop · 1Y−8.8%−8.5%

Volatility · 1Y15.5%12.4%

3–2measures won
FDEV first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JEPQ, FDEV

Today

0.0%most shared, JEPQ and FDEV

JEPQFDEV

JEPQ—0.0%

FDEV0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

FDEV$321 − $18 = $303

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee