JUSA vs FELV

AJUSA

BFELV

Measures won0–3FELV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.18%JUSA · $18 on $10k

Most income1.38%FELV · $138 on $10k

Smallest drop−6.8%FELV · worst fall in 1Y

Held in common42.6%JUSA and FELV

JUSA

FELV

JPMorgan U.S. Research Enhanced Large Cap ETF · $824MFidelity Enhanced Large Cap Value ETF · $3.4B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.18%Expense ratio$18 · $18 on $10k · lower wins0.18%

0.72%12-mo yield$72 · $138 on $10k1.38%

−8.9%Worst dropSmaller wins−6.8%

12.6%VolatilityLower wins10.7%

0–3FELV wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsJUSA · FELV

7.2%AAPL6.1%

6.2%MSFT4.4%

4.1%AMZN5.8%

1.4%BRK-B3.2%

Held in common42.6%

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						3Y/yr	5Y/yr
1	AJUSA	JPMorgan U.S. Research Enhanced Large Cap ETFRead Desk		0.18%	0.72%	+0.4%	+10.3%	+10.7%	new	new	−8.9%	$824M
2	BFELV	Fidelity Enhanced Large Cap Value ETF Read Desk		0.18%	1.38%	−0.1%	+25.5%	+29.5%	new	new	−6.8%	$3.4B

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						3Y/yr	5Y/yr
1	AJUSA	JPMorgan U.S. Research Enhanced Large Cap ETFRead Desk		0.18%	0.72%	+0.4%	+10.3%	+10.7%	new	new	−8.9%	$824M
2	BFELV	Fidelity Enhanced Large Cap Value ETF Read Desk		0.18%	1.38%	−0.1%	+25.5%	+29.5%	new	new	−6.8%	$3.4B

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

JUSA vs FELV

JUSA

JPMorgan U.S. Research Enhanced Large Cap

[…]

FELV

Fidelity Enhanced Large Cap Value ETF

[…]

MeasureJUSAFELV

Fee0.18%0.18%

Cost on $10k a year$18$18

Yield0.72%1.38%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−8.9%−6.8%

Volatility · 1Y12.6%10.7%

3–0measures won
FELV first

42.6%

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

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

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: JUSA, FELV

Today

42.6%most shared, JUSA and FELV

JUSAFELV

JUSA—42.6%

FELV42.6%—

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

Income After Fees on $10,000

$120most kept, FELV

FELV$138 − $18 = $120

JUSA$72 − $18 = $54

KeptFee

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