Compare · 3 funds side by side · dividends reinvested

FDEC, JEPQ and JEPI

FDECFirst Trust×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,344FDEC · best of the three

02 / 04

FDEC, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest U.S. Equity Buffer ETF - DecemberDefined Outcome · Buffer0.85%0.00%+8.9%+11.9%+18.1%+10.3%−5.8%7.6%$1.3B1.6

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

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.1

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: FDEC 2020 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest U.S. Equity Buffer ETF - December · $1.3B$16,344

FDEC

JEPQ

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

$10,000 five years ago, dividends reinvested

FDECMeasureJEPQ

+8.9%Year to dateJan 1 → Nov 3+7.5%

+11.9%1 yearTotal return+8.6%

+18.1%3 years · per year$10,000 became $16,460 · $17,450+20.4%

+10.3%5 years · per year$10,000 became $16,344 · […][…]

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $1,228 a year on $10k12.28%

−5.8%Worst dropSmaller is better−8.8%

7.6%VolatilityLower is calmer15.5%

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

4–3FDEC wins

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

More Ways to See the Pairs

FDEC vs JEPQ: Top 5 Holdings

Today

FDEC

[…]in top 5

JEPQ

in top 527.5%

FDECStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

Held in common[…]

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

FDEC vs JEPQ Returns, Every Period

First TrustFDEC

+11.9%

past year

JEPQJ.P. Morgan

+8.6%

past year

FDECJEPQFaded: behind in that period

2–1FDEC wins

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

Defined Outcome vs Income: FDEC vs JEPQ

YTD

First TrustFDEC

+8.9%

JEPQJ.P. Morgan

+7.5%

+8.9%Year to date+7.5%

−5.8%Worst drop · 1Y−8.8%

7.6%Volatility · 1Y15.5%

0.0%Yield12.3%

$1.3BAssets$41.8B

3–1FDEC wins

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

Cost, Income and Risk

Fees: FDEC, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

FDEC0.85%$85

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

Yields: FDEC, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

FDEC0.00%$0

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

FDEC$0 − $85 = −$85

KeptFee

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

Overlap: FDEC, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

FDECJEPQJEPI

FDEC—[…][…]

JEPQ[…]—26.6%

JEPI[…]26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%FDEC, at 7.6% volatility

FDECWorst drop−5.8%7.6% vol

JEPIWorst drop−6.7%7.9% 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

JEPQFDEC

+7.5%Year to date+8.9%

12.3%Yield0.0%

+8.6%Past year+11.9%

0.35%Fee0.85%

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