Compare FBUF and JEPQ

FBUF and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Dynamic Buffered Equity ETFDefined Outcome · Buffer0.52%0.57%+9.2%+10.5%[…][…]−5.6%8.3%$26M1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.6

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: FBUF 2024 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Dynamic Buffered Equity ETF · $26M[…]

FBUF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 42.7% in common

FBUFMeasureJEPQ

+9.2%Year to dateJan 1 → Nov 4+8.5%

+10.5%1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $17,406+20.3%

[…]5 years · per year[…]

0.52%Expense ratio$52 · $35 a year on $10k · lower is better0.35%

0.57%Trailing 12-mo yield$57 · $1,217 a year on $10k12.17%

−5.6%Worst dropSmaller is better−8.8%

8.3%VolatilityLower is calmer15.5%

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

4–2FBUF wins

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

More Ways to See the Pairs

FBUF vs JEPQ: Top 5 Holdings

Today

FBUF

27.1%in top 5

JEPQ

in top 527.9%

FBUFStockJEPQ

7.8%NVDA7.1%

7.6%AAPL6.8%

5.2%MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

3.9%AMZNnot top 5

2.6%AVGOnot top 5

Held in common42.7%

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

FBUF vs JEPQ Returns, Every Period

1Y

FidelityFBUF

+10.5%

past year

JEPQJ.P. Morgan

+9.3%

past year

FBUFJEPQFaded: behind in that period

2–0FBUF wins

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

Defined Outcome vs Income: FBUF vs JEPQ

YTD

FidelityFBUF

+9.2%

JEPQJ.P. Morgan

+8.5%

+9.2%Year to date+8.5%

−5.6%Worst drop · 1Y−8.8%

8.3%Volatility · 1Y15.5%

0.6%Yield12.2%

$25.8MAssets$42.1B

3–1FBUF wins

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

Cost, Income and Risk

Fees: FBUF, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

FBUF0.52%$52

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

Yields: FBUF, JEPQ

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

FBUF0.57%$57

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

Income After Fees on $10,000

1Y

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

FBUF$57 − $52 = $5

KeptFee

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

Overlap: FBUF, JEPQ

Today

42.7%most shared, FBUF and JEPQ

FBUFJEPQ

FBUF—42.7%

JEPQ42.7%—

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

Return vs Bumpiness: 2 ETFs

1Y

+10.5%FBUF, at 8.3% volatility

FBUFWorst drop−5.6%8.3% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQFBUF

+8.5%Year to date+9.2%

12.2%Yield0.6%

+9.3%Past year+10.5%

0.35%Fee0.52%

2–2level

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%

$42.1BAssets$46.1B

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%

$123BAssets$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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026