Compare · 3 funds side by side · dividends reinvested

FDD, FGD and JEPI

FDDFirst Trust×FGDFirst Trust×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,998FDD · best of the three

Story of the three · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the three · RiskSmallest drop

FDD, FGD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust STOXX European Select Dividend Index FundIncome · Dividend stocks0.56%5.49%+15.3%+23.8%+28.9%+12.5%−9.4%16.8%$887M2.0

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.67%+15.8%+20.3%+24.7%+11.9%−9.8%12.9%$1.6B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B2.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: FDD 2007 · FGD 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust STOXX European Select Dividend Index Fund · $887M$17,998

FDD

FGD

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,572

$10,000 five years ago, dividends reinvested · they hold 16.8% in common

FDD

More Ways to See the Pairs

FDD vs FGD: Top 5 Holdings

Today

FDD

25.8%in top 5

FGD

in top 59.8%

FDDStockFGD

6.3%LGEN.Lnot top 5

5.7%BME.L1.8%

5.3%TEP.PAnot top 5

4.4%ABN.ASnot top 5

4.1%AGN.AS

Cost, Income and Risk

Fees: FDD, FGD, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FGD0.55%$55

FDD0.56%$56

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FDD, FGD, JEPI

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

FGD

+15.3%Year to dateJan 1 → Nov 11+15.8%

+23.8%1 yearTotal return+20.3%

+28.9%3 years · per year$10,000 became $21,402 · $19,368+24.7%

+12.5%5 years · per year$10,000 became $17,998 · $17,572+11.9%

0.56%Expense ratio$56 · $55 a year on $10k · lower is better0.55%

5.49%Trailing 12-mo yield$549 · $567 a year on $10k5.67%

−9.4%Worst dropSmaller is better−9.8%

16.8%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5RHI2.7%

not top 5017800.K2.0%

not top 5OMV.VI1.7%

not top 5HPQ1.6%

Held in common16.8%

End-of-day Nov 11, 2026 · share of each fund

FDD vs FGD Returns, Every Period

5Y

First TrustFDD

+12.5%

5 years, per year

FGDFirst Trust

+11.9%

5 years, per year

FDDFGDFaded: behind in that period

3–1FDD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

FDD vs JEPI

YTD

First TrustFDD

+15.3%

JEPIJ.P. Morgan

+8.6%

+15.3%Year to date+8.6%

−9.4%Worst drop · 1Y−6.7%

16.8%Volatility · 1Y9.0%

5.5%Yield7.8%

$887MAssets$46.6B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

FGD5.67%$567

FDD5.49%$549

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

FGD$567 − $55 = $512

FDD$549 − $56 = $493

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FDD, FGD, JEPI

Today

16.8%most shared, FDD and FGD

FDDFGDJEPI

FDD—16.8%0.0%

FGD16.8%—0.7%

JEPI0.0%0.7%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.8%FDD, at 16.8% volatility

JEPIWorst drop−6.7%9.0% vol

FGDWorst drop−9.8%12.9% vol

FDDWorst drop−9.4%16.8% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIFGD

+8.6%Year to date+15.8%

7.8%Yield5.7%

+11.2%Past year+20.3%

0.35%Fee0.55%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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FDD, FGD and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three