JPIN vs FNDF

AJPIN

BFNDF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,326FNDF · JPIN $15,606

Lowest cost0.25%FNDF · $25 on $10k

Most income4.15%JPIN · $415 on $10k

Smallest drop−10.4%JPIN · worst fall in 1Y

Held in common29.9%JPIN and FNDF

JPIN

FNDF

JPMorgan Diversified Return International Equity ETF · $385MSchwab Fundamental International Large Company Index ETF · $25.9B

+21.0%3 years · per year$17,721 · $19,830+25.6%

+9.3%5 years · per year$15,606 · $19,326+14.1%

0.37%Expense ratio$37 · $25 on $10k · lower wins0.25%

4.15%12-mo yield$415 · $299 on $10k2.99%

−10.4%Worst dropSmaller wins−10.6%

14.6%VolatilityLower wins16.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJPIN · FNDF

0.5%SHEL.L3.0%

0.5%EQNR.OL0.6%

0.5%4502.T0.4%

0.4%BATS.L0.7%

Held in common29.9%

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%	$25.9B
2	AJPIN	JPMorgan Diversified Return International Equity ETFRead Desk		0.37%	4.15%	+2.6%	+13.7%	+17.7%	+21.0%	+9.3%	−10.4%	$385M

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%	$25.9B
2	AJPIN	JPMorgan Diversified Return International Equity ETFRead Desk		0.37%	4.15%	+2.6%	+13.7%	+17.7%	+21.0%	+9.3%	−10.4%	$385M

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

JPIN vs FNDF

JPIN

JPMorgan Diversified Return International Equity

$15,606

FNDF

Schwab Fundamental International Large Company Index

$19,326

MeasureJPINFNDF

Fee0.37%0.25%

Cost on $10k a year$37$25

Yield4.15%2.99%

5 years, per year+9.3%+14.1%

3 years, per year+21.0%+25.6%

Worst drop · 1Y−10.4%−10.6%

Volatility · 1Y14.6%16.4%

3–3measures won
level

29.9%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: JPIN, FNDF

Today

29.9%most shared, JPIN and FNDF

JPINFNDF

JPIN—29.9%

FNDF29.9%—

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

Income After Fees on $10,000

$378most kept, JPIN

JPIN$415 − $37 = $378

FNDF$299 − $25 = $274

KeptFee

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