Compare · 2 funds side by side · dividends reinvested

DFEB and JEPQ

DFEBFirst Trust×JEPQJ.P. Morgan×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,803DFEB · best of the two

Story of the two · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the two · RiskSmallest drop

DFEB and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Deep Buffer ETF - FebruaryDefined Outcome · Buffer0.85%0.00%+8.6%+10.2%+13.5%+8.2%−4.1%5.8%$455M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: DFEB 2020 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

JEPQ

DFEB

FT Vest U.S. Equity Deep Buffer ETF - February · $455M$14,803

$10,000 five years ago, dividends reinvested

JEPQMeasureDFEB

+7.8%

More Ways to See the Pairs

JEPQ vs DFEB: Top 5 Holdings

Today

JEPQ

27.3%in top 5

DFEB

in top 5[…]

JEPQStockDFEB

7.2%AAPLnot top 5

5.9%NVDAnot top 5

5.6%MSFTnot top 5

4.3%GOOGnot top 5

4.2%AMZNnot top 5

Cost, Income and Risk

Fees: DFEB, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

DFEB0.85%$85

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFEB, JEPQ

1Y

12.24%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+8.6%

+8.8%1 yearTotal return+10.2%

+17.9%3 years · per year$10,000 became $16,406 · $14,611+13.5%

[…]5 years · per year$10,000 became […] · $14,803+8.2%

0.35%Expense ratio$35 · $85 a year on $10k · lower is better0.85%

12.24%Trailing 12-mo yield$1,224 · $0 a year on $10k0.00%

−11.5%Worst dropSmaller is better−4.1%

16.9%VolatilityLower is calmer5.8%

JEPQDFEB Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4DFEB wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

JEPQ vs DFEB Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

DFEBFirst Trust

+10.2%

past year

JEPQDFEBFaded: behind in that period

1–2DFEB wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Defined Outcome: JEPQ vs DFEB

YTD

J.P. MorganJEPQ

+7.8%

DFEBFirst Trust

+8.6%

+7.8%Year to date+8.6%

−11.5%Worst drop · 1Y−4.1%

16.9%Volatility · 1Y5.8%

12.2%Yield0.0%

$41.8BAssets$455M

3–1DFEB wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPQ12.24%$1,224

DFEB0.00%$0

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

DFEB$0 − $85 = −$85

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFEB, JEPQ

Today

[…]holdings […]

DFEBJEPQ

DFEB—[…]

JEPQ[…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.2%DFEB, at 5.8% volatility

DFEBWorst drop−4.1%5.8% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDFEB

+7.8%Year to date+8.6%

12.2%Yield0.0%

+8.8%Past year+10.2%

0.35%Fee0.85%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFEB and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two