JIRE vs FNDF

AJIRE

BFNDF

Measures won0–4FNDF wins · of 6 · 5Y

$10,000 · 5Y$19,326FNDF

Lowest cost0.25%FNDF · $25 on $10k

Most income2.99%FNDF · $299 on $10k

Smallest drop−10.6%FNDF · worst fall in 1Y

Held in common37.9%JIRE and FNDF

JIRE

FNDF

JPMorgan International Research Enhanced Equity ETF · $11.0BSchwab Fundamental International Large Company Index ETF · $25.8B

+19.9%3 years · per year$17,230 · $19,830+25.6%

[…]5 years · per year[…] · $19,326+14.1%

0.29%Expense ratio$29 · $25 on $10k · lower wins0.25%

2.68%12-mo yield$268 · $299 on $10k2.99%

−11.8%Worst dropSmaller wins−10.6%

16.4%VolatilityLower wins16.4%

0–4FNDF wins

$10,000 · 5 yearsOne scale

Shared top holdingsJIRE · FNDF

1.5%SHEL.L3.0%

1.2%TTE.PA1.9%

1.2%7203.T1.1%

1.5%ROP.SW1.0%

Held in common37.9%

End-of-day Nov 4, 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	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk		0.25%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.8B
2	AJIRE	JPMorgan International Research Enhanced Equity ETFRead Desk		0.29%	2.68%	+2.6%	+11.5%	+15.6%	+19.9%	new	−11.8%	$11.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk		0.25%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.8B
2	AJIRE	JPMorgan International Research Enhanced Equity ETFRead Desk		0.29%	2.68%	+2.6%	+11.5%	+15.6%	+19.9%	new	−11.8%	$11.0B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JIRE vs FNDF

JIRE

JPMorgan International Research Enhanced Equity

[…]

FNDF

Schwab Fundamental International Large Company Index

$19,326

MeasureJIREFNDF

Fee0.29%0.25%

Cost on $10k a year$29$25

Yield2.68%2.99%

5 years, per year[…]+14.1%

3 years, per year+19.9%+25.6%

Worst drop · 1Y−11.8%−10.6%

Volatility · 1Y16.4%16.4%

4–0measures won
FNDF first

37.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: JIRE, FNDF

Today

37.9%most shared, JIRE and FNDF

JIREFNDF

JIRE—37.9%

FNDF37.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$274most kept, FNDF

FNDF$299 − $25 = $274

JIRE$268 − $29 = $239

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee