Compare · 3 funds side by side · dividends reinvested

FDIS, JEPQ and JEPI

FDISFidelity×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

FDIS, JEPQ 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%$45.2B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B1.7

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.74%+3.1%+4.6%+15.3%+4.2%−15.5%19.7%$1.6B2.5

Rank among the three1st → 3rdFee, 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 · JEPQ 2022 · 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

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 9.9% in common

FDIS

More Ways to See the Pairs

FDIS vs JEPQ: Top 5 Holdings

Today

FDIS

47.9%in top 5

JEPQ

in top 528.0%

FDISStockJEPQ

22.3%AMZN4.3%

15.4%TSLAnot top 5

not top 5AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT

Cost, Income and Risk

Fees: FDIS, JEPQ, JEPI

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

JEPQ0.35%$35

JEPI0.35%$35

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

JEPQ

+3.1%Year to dateJan 1 → Nov 10+6.0%

+4.6%1 yearTotal return+8.8%

+15.3%3 years · per year$10,000 became $15,335 · $16,284+17.6%

+4.2%5 years · per year$10,000 became $12,313 · […][…]

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

0.74%Trailing 12-mo yield$74 · $1,245 a year on $10k12.45%

−15.5%Worst dropSmaller is better−11.5%

19.7%VolatilityLower is calmer16.9%

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

1–6JEPQ wins

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

6.0%

5.1%HDnot top 5

not top 5GOOG4.3%

2.9%MCDnot top 5

2.2%TJXnot top 5

Held in common9.9%

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

FDIS vs JEPQ Returns, Every Period

1Y

FidelityFDIS

+4.6%

past year

JEPQJ.P. Morgan

+8.8%

past year

FDISJEPQFaded: behind in that period

0–3JEPQ wins

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

Sector vs Income: FDIS vs JEPQ

YTD

FidelityFDIS

+3.1%

JEPQJ.P. Morgan

+6.0%

+3.1%Year to date+6.0%

−15.5%Worst drop · 1Y−11.5%

19.7%Volatility · 1Y16.9%

0.7%Yield12.4%

$1.6BAssets$40.7B

4–0JEPQ wins

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

Yields: FDIS, JEPQ, JEPI

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

JEPI7.92%$792

FDIS0.74%$74

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

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

JEPI$792 − $35 = $757

FDIS$74 − $8 = $66

KeptFee

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

Overlap: FDIS, JEPQ, JEPI

Today

27.8%most shared, JEPQ and JEPI

FDISJEPQJEPI

FDIS—9.9%8.7%

JEPQ9.9%—27.8%

JEPI8.7%27.8%—

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

Return vs Bumpiness: 3 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% 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

JEPQJEPI

+6.0%Year to date+7.6%

12.4%Yield7.9%

+8.8%Past year+10.6%

0.35%Fee0.35%

2–1JEPI 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, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: FDIS, JEPQ, JEPI