Compare · 2 funds side by side · dividends reinvested

FBCG and JEPI

FBCGFidelity×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,076FBCG · best of the two

02 / 04

FBCG and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.3

Fidelity Blue Chip Growth ETFUS Stock Styles · Growth0.57%0.03%+7.0%+4.9%+27.8%+11.3%−14.5%21.0%$7.6B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: FBCG 2020 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Blue Chip Growth ETF · $7.6B$17,076

FBCG

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 23.6% in common

FBCGMeasureJEPI

+7.0%Year to dateJan 1 → Nov 4+8.8%

+4.9%1 yearTotal return+11.9%

+27.8%3 years · per year$10,000 became $20,856 · $14,269+12.6%

+11.3%5 years · per year$10,000 became $17,076 · $14,635+7.9%

0.57%Expense ratio$57 · $35 a year on $10k · lower is better0.35%

0.03%Trailing 12-mo yield$3 · $783 a year on $10k7.83%

−14.5%Worst dropSmaller is better−6.7%

21.0%VolatilityLower is calmer8.1%

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

2–6JEPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FBCG vs JEPI: Top 5 Holdings

Today

FBCG

43.1%in top 5

JEPI

in top 59.5%

FBCGStockJEPI

15.5%NVDAnot top 5

9.5%AAPL1.9%

8.6%GOOGLnot top 5

5.5%MSFT1.9%

4.0%METAnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common23.6%

End-of-day Nov 4, 2026 · share of each fund

FBCG vs JEPI Returns, Every Period

FidelityFBCG

+11.3%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

FBCGJEPIFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FBCG vs JEPI

YTD

FidelityFBCG

+7.0%

JEPIJ.P. Morgan

+8.8%

+7.0%Year to date+8.8%

−14.5%Worst drop · 1Y−6.7%

21.0%Volatility · 1Y8.1%

0.0%Yield7.8%

$7.6BAssets$46.0B

4–0JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FBCG, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FBCG0.57%$57

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FBCG, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

FBCG0.03%$3

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

FBCG$3 − $57 = −$54

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FBCG, JEPI

Today

23.6%most shared, FBCG and JEPI

FBCGJEPI

FBCG—23.6%

JEPI23.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

FBCGWorst drop−14.5%21.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIFBCG

+8.8%Year to date+7.0%

7.8%Yield0.0%

+11.9%Past year+4.9%

0.35%Fee0.57%

4–0JEPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026