Compare · 3 funds side by side · dividends reinvested

FBCG, JEPQ and JEPI

FBCGFidelity×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,919FBCG · best of the three

02 / 04

FBCG, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.6

Fidelity Blue Chip Growth ETFUS Stock Styles · Growth0.57%0.03%+6.3%+4.7%+28.0%+11.1%−14.5%21.0%$7.6B2.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: FBCG 2020 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Blue Chip Growth ETF · $7.6B$16,919

FBCG

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 44.7% in common

FBCGMeasureJEPQ

+6.3%Year to dateJan 1 → Nov 3+7.5%

+4.7%1 yearTotal return+8.6%

+28.0%3 years · per year$10,000 became $20,960 · $17,450+20.4%

+11.1%5 years · per year$10,000 became $16,919 · […][…]

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

0.03%Trailing 12-mo yield$3 · $1,228 a year on $10k12.28%

−14.5%Worst dropSmaller is better−8.8%

21.0%VolatilityLower is calmer15.5%

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

1–6JEPQ wins

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

More Ways to See the Pairs

FBCG vs JEPQ: Top 5 Holdings

Today

FBCG

43.1%in top 5

JEPQ

in top 527.5%

FBCGStockJEPQ

15.5%NVDA6.9%

9.5%AAPL6.9%

8.6%GOOGLnot top 5

5.5%MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

4.0%METAnot top 5

Held in common44.7%

End-of-day Nov 3, 2026 · share of each fund

FBCG vs JEPQ Returns, Every Period

FidelityFBCG

+4.7%

past year

JEPQJ.P. Morgan

+8.6%

past year

FBCGJEPQFaded: behind in that period

1–2JEPQ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FBCG vs JEPQ

YTD

FidelityFBCG

+6.3%

JEPQJ.P. Morgan

+7.5%

+6.3%Year to date+7.5%

−14.5%Worst drop · 1Y−8.8%

21.0%Volatility · 1Y15.5%

0.0%Yield12.3%

$7.6BAssets$41.8B

4–0JEPQ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FBCG, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

FBCG0.57%$57

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FBCG, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

FBCG0.03%$3

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

FBCG$3 − $57 = −$54

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FBCG, JEPQ, JEPI

Today

44.7%most shared, FBCG and JEPQ

FBCGJEPQJEPI

FBCG—44.7%23.0%

JEPQ44.7%—26.6%

JEPI23.0%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

FBCGWorst drop−14.5%21.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQJEPI

+7.5%Year to date+7.0%

12.3%Yield8.0%

+8.6%Past year+9.8%

0.35%Fee0.35%

2–1JEPQ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026