Compare · 2 funds side by side · dividends reinvested

FDD and JEPI

FDDFirst Trust×JEPIJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

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

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

Story of the two · RiskSmallest drop

FDD 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%$887M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B1.5

Rank among the two1st → 2ndFee, 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 · 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

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,545

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

FDDMeasureJEPI

+15.3%

More Ways to See the Pairs

FDD vs JEPI: Top 5 Holdings

Today

FDD

25.8%in top 5

JEPI

in top 59.8%

FDDStockJEPI

6.3%LGEN.Lnot top 5

5.7%BME.Lnot top 5

5.3%TEP.PAnot top 5

4.4%ABN.ASnot top 5

4.1%AGN.AS

Cost, Income and Risk

Fees: FDD, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FDD0.56%$56

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

Yields: FDD, JEPI

1Y

7.84%highest, JEPI

FundTrailing yieldYield

Popular Pairs Near These Two

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%

Year to dateJan 1 → Nov 11

+8.6%

+23.8%1 yearTotal return+11.2%

+28.9%3 years · per year$10,000 became $21,402 · $13,729+11.1%

+12.5%5 years · per year$10,000 became $17,998 · $14,545+7.8%

0.56%Expense ratio$56 · $35 a year on $10k · lower is better0.35%

5.49%Trailing 12-mo yield$549 · $784 a year on $10k7.84%

−9.4%Worst dropSmaller is better−6.7%

16.8%VolatilityLower is calmer9.0%

FDDJEPI 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 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common0.0%

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

FDD vs JEPI Returns, Every Period

5Y

First TrustFDD

+12.5%

5 years, per year

JEPIJ.P. Morgan

+7.8%

5 years, per year

FDDJEPIFaded: behind in that period

4–0FDD 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

$10k

JEPI7.84%$784

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

FDD$549 − $56 = $493

KeptFee

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

Overlap: FDD, JEPI

Today

0.0%most shared, FDD and JEPI

FDDJEPI

FDD—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+23.8%FDD, at 16.8% volatility

JEPIWorst drop−6.7%9.0% 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

JEPIFDD

+8.6%Year to date+15.3%

7.8%Yield5.5%

+11.2%Past year+23.8%

0.35%Fee0.56%

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 and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two