Compare · 2 funds side by side · dividends reinvested

FCVT and JEPQ

FCVTFirst Trust×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,869FCVT · best of the two

02 / 04

FCVT and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B1.0

First Trust SSI Strategic Convertible Securities ETFBonds & Cash · Other bonds0.95%1.29%−0.8%−1.8%+14.8%+1.7%−22.3%21.1%$78M1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: FCVT 2015 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust SSI Strategic Convertible Securities ETF · $78M$10,869

FCVT

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FCVTMeasureJEPQ

−0.8%Year to dateJan 1 → Nov 5+8.5%

−1.8%1 yearTotal return+9.3%

+14.8%3 years · per year$10,000 became $15,114 · $17,406+20.3%

+1.7%5 years · per year$10,000 became $10,869 · […][…]

0.95%Expense ratio$95 · $35 a year on $10k · lower is better0.35%

1.29%Trailing 12-mo yield$129 · $1,217 a year on $10k12.17%

−22.3%Worst dropSmaller is better−8.8%

21.1%VolatilityLower is calmer15.5%

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

0–7JEPQ wins

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

More Ways to See the Pairs

FCVT vs JEPQ: Top 5 Holdings

Today

FCVT

8.7%in top 5

JEPQ

in top 528.3%

FCVTStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

3.8%GOOGMnot top 5

1.5%METAMnot top 5

1.1%WFC-PLnot top 5

1.1%SMCIPnot top 5

1.1%MCHPPnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

FCVT vs JEPQ Returns, Every Period

First TrustFCVT

−1.8%

past year

JEPQJ.P. Morgan

+9.3%

past year

FCVTJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Income: FCVT vs JEPQ

YTD

First TrustFCVT

−0.8%

JEPQJ.P. Morgan

+8.5%

−0.8%Year to date+8.5%

−22.3%Worst drop · 1Y−8.8%

21.1%Volatility · 1Y15.5%

1.3%Yield12.2%

$77.6MAssets$42.6B

4–0JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FCVT, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

FCVT0.95%$95

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FCVT, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

FCVT1.29%$129

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

FCVT$129 − $95 = $34

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FCVT, JEPQ

Today

0.0%most shared, FCVT and JEPQ

FCVTJEPQ

FCVT—0.0%

JEPQ0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% vol

FCVTWorst drop−22.3%21.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFCVT

+8.5%Year to date−0.8%

12.2%Yield1.3%

+9.3%Past year−1.8%

0.35%Fee0.95%

4–0JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026