Compare · 3 funds side by side · dividends reinvested

FBUF, JEPQ and JEPI

FBUFFidelity×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,322JEPI · best of the three

02 / 04

FBUF, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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 Dynamic Buffered Equity ETFDefined Outcome · Buffer0.52%0.58%+8.2%+9.8%[…][…]−5.6%8.3%$26M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.0

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: FBUF 2024 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

FBUF

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 42.4% in common

FBUFMeasureJEPQ

+8.2%Year to dateJan 1 → Nov 3+7.5%

+9.8%1 yearTotal return+8.6%

[…]3 years · per year$10,000 became […] · $17,450+20.4%

[…]5 years · per year[…]

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

0.58%Trailing 12-mo yield$58 · $1,228 a year on $10k12.28%

−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 3, 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

26.9%in top 5

JEPQ

in top 527.5%

FBUFStockJEPQ

7.8%AAPL6.9%

7.7%NVDA6.9%

5.1%MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

3.8%AMZNnot top 5

2.6%AVGOnot top 5

Held in common42.4%

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

FBUF vs JEPQ Returns, Every Period

FidelityFBUF

+9.8%

past year

JEPQJ.P. Morgan

+8.6%

past year

FBUFJEPQFaded: behind in that period

2–0FBUF wins

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

Defined Outcome vs Income: FBUF vs JEPQ

YTD

FidelityFBUF

+8.2%

JEPQJ.P. Morgan

+7.5%

+8.2%Year to date+7.5%

−5.6%Worst drop · 1Y−8.8%

8.3%Volatility · 1Y15.5%

0.6%Yield12.3%

$25.8MAssets$41.8B

3–1FBUF wins

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

Cost, Income and Risk

Fees: FBUF, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

FBUF0.52%$52

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

Yields: FBUF, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

FBUF0.58%$58

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

FBUF$58 − $52 = $6

KeptFee

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

Overlap: FBUF, JEPQ, JEPI

Today

42.4%most shared, FBUF and JEPQ

FBUFJEPQJEPI

FBUF—42.4%33.7%

JEPQ42.4%—26.6%

JEPI33.7%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

FBUFWorst drop−5.6%8.3% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQFBUF

+7.5%Year to date+8.2%

12.3%Yield0.6%

+8.6%Past year+9.8%

0.35%Fee0.52%

2–2level

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