Compare · 2 funds side by side · dividends reinvested

FDIS and JEPI

FDISFidelity×JEPIJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,429JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the two · RiskSmallest drop

FDIS and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B1.3

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.74%+3.1%+4.6%+15.3%+4.2%−15.5%19.7%$1.6B1.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: FDIS 2013 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,313

FDIS

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,429

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

FDISMeasureJEPI

+3.1%

More Ways to See the Pairs

FDIS vs JEPI: Top 5 Holdings

Today

FDIS

47.9%in top 5

JEPI

in top 59.8%

FDISStockJEPI

22.3%AMZN1.9%

15.4%TSLAnot top 5

5.1%HDnot top 5

2.9%MCDnot top 5

2.2%TJX

Cost, Income and Risk

Fees: FDIS, JEPI

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

JEPI0.35%$35

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

Yields: FDIS, JEPI

1Y

7.92%highest, JEPI

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+7.6%

+4.6%1 yearTotal return+10.6%

+15.3%3 years · per year$10,000 became $15,335 · $13,634+10.9%

+4.2%5 years · per year$10,000 became $12,313 · $14,429+7.6%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

0.74%Trailing 12-mo yield$74 · $792 a year on $10k7.92%

−15.5%Worst dropSmaller is better−6.7%

19.7%VolatilityLower is calmer9.0%

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

2–6JEPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

Held in common8.7%

End-of-day Nov 10, 2026 · share of each fund

FDIS vs JEPI Returns, Every Period

5Y

FidelityFDIS

+4.2%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

FDISJEPIFaded: behind in that period

1–3JEPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Sector vs Income: FDIS vs JEPI

YTD

FidelityFDIS

+3.1%

JEPIJ.P. Morgan

+7.6%

+3.1%Year to date+7.6%

−15.5%Worst drop · 1Y−6.7%

19.7%Volatility · 1Y9.0%

0.7%Yield7.9%

$1.6BAssets$45.2B

4–0JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPI7.92%$792

FDIS0.74%$74

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

FDIS$74 − $8 = $66

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FDIS, JEPI

Today

8.7%most shared, FDIS and JEPI

FDISJEPI

FDIS—8.7%

JEPI8.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

FDISWorst drop−15.5%19.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIFDIS

+7.6%Year to date+3.1%

7.9%Yield0.7%

+10.6%Past year+4.6%

0.35%Fee0.08%

3–1JEPI wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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FDIS and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two