Compare · 3 funds side by side · dividends reinvested

DOCT, JEPQ and JEPI

DOCTFirst Trust×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,568DOCT · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

DOCT, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Deep Buffer ETF - OctoberDefined Outcome · Buffer0.85%0.00%+8.4%+9.2%+11.2%+7.8%−4.3%6.1%$435M1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: DOCT 2020 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

FT Vest U.S. Equity Deep Buffer ETF - October · $435M$14,568

DOCT

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested

DOCTMeasure

More Ways to See the Pairs

DOCT vs JEPQ: Top 5 Holdings

Today

DOCT

[…]in top 5

JEPQ

in top 527.3%

DOCTStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Cost, Income and Risk

Fees: DOCT, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

DOCT0.85%$85

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

JEPQ

+8.4%Year to dateJan 1 → Nov 13+6.7%

+9.2%1 yearTotal return+7.6%

+11.2%3 years · per year$10,000 became $13,754 · $16,188+17.4%

+7.8%5 years · per year$10,000 became $14,568 · […][…]

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $1,237 a year on $10k12.37%

−4.3%Worst dropSmaller is better−11.5%

6.1%VolatilityLower is calmer17.0%

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

4–3DOCT wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

DOCT vs JEPQ Returns, Every Period

1Y

First TrustDOCT

+9.2%

past year

JEPQJ.P. Morgan

+7.6%

past year

DOCTJEPQFaded: behind in that period

2–1DOCT wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: DOCT vs JEPQ

YTD

First TrustDOCT

+8.4%

JEPQJ.P. Morgan

+6.7%

+8.4%Year to date+6.7%

−4.3%Worst drop · 1Y−11.5%

6.1%Volatility · 1Y17.0%

0.0%Yield12.4%

$435MAssets$42.6B

3–1DOCT wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: DOCT, JEPQ, JEPI

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

DOCT0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

JEPI$787 − $35 = $752

DOCT$0 − $85 = −$85

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DOCT, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

DOCTJEPQJEPI

DOCT—[…][…]

JEPQ[…]—28.4%

JEPI[…]28.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+9.6%JEPI, at 9.0% volatility

DOCTWorst drop−4.3%6.1% vol

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%17.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDOCT

+6.7%Year to date+8.4%

12.4%Yield0.0%

+7.6%Past year+9.2%

0.35%Fee0.85%

2–2level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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DOCT, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: DOCT, JEPQ, JEPI