MDEV vs JEPQ

AMDEV

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$9,086MDEV

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common1.2%MDEV and JEPQ

MDEV

JEPQ

First Trust Indxx Medical Devices ETF · $3MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+9.7%3 years · per year$13,194 · $17,406+20.3%

−1.9%5 years · per year$9,086 · […][…]

0.70%Expense ratio$70 · $35 on $10k · lower wins0.35%

0.10%12-mo yield$10 · $1,217 on $10k12.17%

−18.2%Worst dropSmaller wins−8.8%

17.4%VolatilityLower wins15.5%

0–5JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsMDEV · JEPQ

2.1%ISRG0.8%

2.0%TMO0.2%

1.9%DXCM0.2%

Held in common1.2%

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	AMDEV	First Trust Indxx Medical Devices ETFRead Desk		0.70%	0.10%	−1.2%	+9.6%	+12.2%	+9.7%	−1.9%	−18.2%	$3M
2	BJEPQ	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	AMDEV	First Trust Indxx Medical Devices ETFRead Desk		0.70%	0.10%	−1.2%	+9.6%	+12.2%	+9.7%	−1.9%	−18.2%	$3M
2	BJEPQ	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

MDEV vs JEPQ

MDEV

First Trust Indxx Medical Devices

$9,086

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureMDEVJEPQ

Fee0.70%0.35%

Cost on $10k a year$70$35

Yield0.10%12.17%

5 years, per year−1.9%[…]

3 years, per year+9.7%+20.3%

Worst drop · 1Y−18.2%−8.8%

Volatility · 1Y17.4%15.5%

5–0measures won
JEPQ first

1.2%

holdings shared

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: MDEV, JEPQ

Today

1.2%most shared, MDEV and JEPQ

MDEVJEPQ

MDEV—1.2%

JEPQ1.2%—

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

MDEV$10 − $70 = −$60

KeptFee

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