Compare FDAT and JEPQ

FDAT 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%$42.1B1.3

Tactical Advantage ETFUnsorted0.74%6.15%+0.9%+1.9%+9.3%[…]−6.3%10.5%$36M1.7

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: FDAT 2023 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Tactical Advantage ETF · $36M[…]

FDAT

JEPQ

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

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

FDATMeasureJEPQ

+0.9%Year to dateJan 1 → Nov 5+8.5%

+1.9%1 yearTotal return+9.3%

+9.3%3 years · per year$10,000 became $13,051 · $17,406+20.3%

[…]5 years · per year[…]

0.74%Expense ratio$74 · $35 a year on $10k · lower is better0.35%

6.15%Trailing 12-mo yield$615 · $1,217 a year on $10k12.17%

−6.3%Worst dropSmaller is better−8.8%

10.5%VolatilityLower is calmer15.5%

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

2–5JEPQ wins

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

More Ways to See the Pairs

FDAT vs JEPQ: Top 5 Holdings

Today

FDAT

45.1%in top 5

JEPQ

in top 528.3%

FDATStockJEPQ

12.3%VOEnot top 5

12.2%SPYVnot top 5

8.1%VUGnot top 5

8.0%XLInot top 5

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

4.5%RSPDnot top 5

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common0.0%

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

FDAT vs JEPQ Returns, Every Period

1Y

Tactical FundsFDAT

+1.9%

past year

JEPQJ.P. Morgan

+9.3%

past year

FDATJEPQFaded: behind in that period

0–3JEPQ wins

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

Unsorted vs Income: FDAT vs JEPQ

YTD

Tactical FundsFDAT

+0.9%

JEPQJ.P. Morgan

+8.5%

+0.9%Year to date+8.5%

−6.3%Worst drop · 1Y−8.8%

10.5%Volatility · 1Y15.5%

6.2%Yield12.2%

$36.0MAssets$42.1B

2–2level

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

Cost, Income and Risk

Fees: FDAT, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

FDAT0.74%$74

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

Yields: FDAT, JEPQ

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

FDAT6.15%$615

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

Income After Fees on $10,000

1Y

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

FDAT$615 − $74 = $541

KeptFee

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

Overlap: FDAT, JEPQ

Today

0.0%most shared, FDAT and JEPQ

FDATJEPQ

FDAT—0.0%

JEPQ0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+9.3%JEPQ, at 15.5% volatility

FDATWorst drop−6.3%10.5% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQFDAT

+8.5%Year to date+0.9%

12.2%Yield6.2%

+9.3%Past year+1.9%

0.35%Fee0.74%

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%

$42.1BAssets$46.1B

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%

$123BAssets$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$805B

2–0SPYM wins

End-of-day Nov 5, 2026