Compare · 2 funds side by side · dividends reinvested

DFII and JEPQ

DFIIFirst Trust×JEPQJ.P. Morgan×

Versus in desk

Story of the two · CostLowest cost

01 / 03

IWD−0.4%

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Portfolio

Story of the two · RiskSmallest drop

DFII and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B1.1

FT Vest Bitcoin Strategy & Target Income ETFThematic Income · A basket0.85%21.39%−20.4%−31.0%[…][…]−41.0%41.9%$19M1.8

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: DFII 2025 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

JEPQ

DFII

FT Vest Bitcoin Strategy & Target Income ETF · $19M[…]

$10,000 five years ago, dividends reinvested

JEPQMeasureDFII

+7.8%

More Ways to See the Pairs

JEPQ vs DFII: Top 5 Holdings

Today

JEPQ

27.3%in top 5

DFII

in top 5[…]

JEPQStockDFII

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: DFII, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

DFII0.85%$85

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

Yields: DFII, JEPQ

1Y

21.39%highest, DFII

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

−20.4%

+8.8%1 yearTotal return−31.0%

+17.9%3 years · per year$10,000 became $16,406 · […][…]

[…]5 years · per year[…]

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

12.24%Trailing 12-mo yield$1,224 · $2,139 a year on $10k21.39%

−11.5%Worst dropSmaller is better−41.0%

16.9%VolatilityLower is calmer41.9%

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

5–1JEPQ 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 DFII Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

DFIIFirst Trust

−31.0%

past year

JEPQDFIIFaded: behind in that period

2–0JEPQ wins

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

JEPQ vs DFII

YTD

J.P. MorganJEPQ

+7.8%

DFIIFirst Trust

−20.4%

+7.8%Year to date−20.4%

−11.5%Worst drop · 1Y−41.0%

16.9%Volatility · 1Y41.9%

12.2%Yield21.4%

$41.8BAssets$19.2M

3–1JEPQ wins

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

Yield

$10k

DFII21.39%$2,139

JEPQ12.24%$1,224

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

Income After Fees on $10,000

1Y

$2,054most kept, DFII

DFII$2,139 − $85 = $2,054

JEPQ$1,224 − $35 = $1,189

KeptFee

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

Overlap: DFII, JEPQ

Today

[…]holdings […]

DFIIJEPQ

DFII—[…]

JEPQ[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+8.8%JEPQ, at 16.9% volatility

JEPQWorst drop−11.5%16.9% vol

DFIIWorst drop−41.0%41.9% vol

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

Paid More vs Made More

YTD

DFIIJEPQ

−20.4%Year to date+7.8%

21.4%Yield12.2%

−31.0%Past year+8.8%

0.85%Fee0.35%

3–1JEPQ wins

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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DFII and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two