Compare · 2 funds side by side · dividends reinvested

FBCG and JEPQ

FBCGFidelity×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$15,972FBCG · best of the two

Story of the two · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the two · RiskSmallest drop

FBCG and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B1.1

Fidelity Blue Chip Growth ETFUS Stock Styles · Growth0.57%0.03%+6.2%+5.1%+24.9%+10.3%−14.9%21.9%$7.3B1.8

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: FBCG 2020 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Blue Chip Growth ETF · $7.3B$15,972

FBCG

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 44.4% in common

FBCGMeasureJEPQ

+6.2%

More Ways to See the Pairs

FBCG vs JEPQ: Top 5 Holdings

Today

FBCG

43.1%in top 5

JEPQ

in top 527.6%

FBCGStockJEPQ

15.5%NVDA5.9%

9.5%AAPL7.2%

8.6%GOOGLnot top 5

5.5%MSFT5.9%

not top 5AMZN

Cost, Income and Risk

Fees: FBCG, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

FBCG0.57%$57

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

Yields: FBCG, JEPQ

1Y

12.20%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 12

+8.1%

+5.1%1 yearTotal return+9.0%

+24.9%3 years · per year$10,000 became $19,494 · $16,525+18.2%

+10.3%5 years · per year$10,000 became $16,311 · […][…]

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

0.03%Trailing 12-mo yield$3 · $1,220 a year on $10k12.20%

−14.9%Worst dropSmaller is better−11.5%

21.9%VolatilityLower is calmer16.9%

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

1–6JEPQ wins

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

4.4%

not top 5GOOG4.3%

4.0%METAnot top 5

Held in common44.4%

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

FBCG vs JEPQ Returns, Every Period

1Y

FidelityFBCG

+5.1%

past year

JEPQJ.P. Morgan

+9.0%

past year

FBCGJEPQFaded: behind in that period

1–2JEPQ wins

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

Stocks vs Income: FBCG vs JEPQ

YTD

FidelityFBCG

+6.2%

JEPQJ.P. Morgan

+8.1%

+6.2%Year to date+8.1%

−14.9%Worst drop · 1Y−11.5%

21.9%Volatility · 1Y16.9%

0.0%Yield12.2%

$7.3BAssets$41.8B

4–0JEPQ wins

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

Yield

$10k

JEPQ12.20%$1,220

FBCG0.03%$3

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

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

FBCG$3 − $57 = −$54

KeptFee

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

Overlap: FBCG, JEPQ

Today

44.4%most shared, FBCG and JEPQ

FBCGJEPQ

FBCG—44.4%

JEPQ44.4%—

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

Return vs Bumpiness: 2 ETFs

1Y

+9.0%JEPQ, at 16.9% volatility

JEPQWorst drop−11.5%16.9% vol

FBCGWorst drop−14.9%21.9% vol

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

Paid More vs Made More

YTD

JEPQFBCG

+8.1%Year to date+6.2%

12.2%Yield0.0%

+9.0%Past year+5.1%

0.35%Fee0.57%

4–0JEPQ wins

End-of-day Nov 12, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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FBCG and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two