Compare · 3 funds side by side · dividends reinvested

FDL, JEPQ and JEPI

FDLFirst Trust×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$19,813FDL · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

FDL, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Morningstar Dividend Leaders Index FundIncome · Dividend stocks0.43%3.61%+24.3%+27.8%+22.9%+14.6%−7.2%12.6%$8.5B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: FDL 2006 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Morningstar Dividend Leaders Index Fund · $8.5B$19,813

FDL

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

FDL

More Ways to See the Pairs

FDL vs JEPQ: Top 5 Holdings

Today

FDL

33.0%in top 5

JEPQ

in top 527.3%

FDLStockJEPQ

8.5%CVXnot top 5

not top 5AAPL7.2%

6.8%VZnot top 5

6.3%PFEnot top 5

6.1%PMnot top 5

Cost, Income and Risk

Fees: FDL, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

FDL0.43%$43

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FDL, JEPQ, JEPI

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

JEPQ

+24.3%Year to dateJan 1 → Nov 13+7.8%

+27.8%1 yearTotal return+8.8%

+22.9%3 years · per year$10,000 became $18,551 · $16,406+17.9%

+14.6%5 years · per year$10,000 became $19,804 · […][…]

0.43%Expense ratio$43 · $35 a year on $10k · lower is better0.35%

3.61%Trailing 12-mo yield$361 · $1,224 a year on $10k12.24%

−7.2%Worst dropSmaller is better−11.5%

12.6%VolatilityLower is calmer16.9%

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

5–2FDL wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NVDA5.9%

not top 5MSFT5.6%

5.3%PEPnot top 5

not top 5GOOG4.3%

not top 5AMZN4.2%

Held in common2.2%

End-of-day Nov 13, 2026 · share of each fund

FDL vs JEPQ Returns, Every Period

1Y

First TrustFDL

+27.8%

past year

JEPQJ.P. Morgan

+8.8%

past year

FDLJEPQFaded: behind in that period

3–0FDL wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

FDL vs JEPQ

YTD

First TrustFDL

+24.3%

JEPQJ.P. Morgan

+7.8%

+24.3%Year to date+7.8%

−7.2%Worst drop · 1Y−11.5%

12.6%Volatility · 1Y16.9%

3.6%Yield12.2%

$8.5BAssets$42.6B

3–1FDL wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

JEPI7.86%$786

FDL3.61%$361

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

JEPI$786 − $35 = $751

FDL$361 − $43 = $318

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FDL, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

FDLJEPQJEPI

FDL—2.2%7.8%

JEPQ2.2%—28.4%

JEPI7.8%28.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+27.8%FDL, at 12.6% volatility

JEPIWorst drop−6.7%9.0% vol

FDLWorst drop−7.2%12.6% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFDL

+7.8%Year to date+24.3%

12.2%Yield3.6%

+8.8%Past year+27.8%

0.35%Fee0.43%

2–2level

End-of-day Nov 13, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 13, 2026

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FDL, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three