Compare FDLS and JEPQ

FDLS and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.90%+10.3%+12.7%+19.2%[…]−10.8%17.1%$243M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: FDLS 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Inspire Fidelis Multi Factor ETF · $243M[…]

FDLS

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

FDLSMeasureJEPQ

+10.3%Year to dateJan 1 → Nov 6+3.2%

+12.7%1 yearTotal return+4.5%

+19.2%3 years · per year$10,000 became $16,927 · $16,202+17.4%

[…]5 years · per year[…]

0.66%Expense ratio$66 · $35 a year on $10k · lower is better0.35%

0.90%Trailing 12-mo yield$90 · $1,279 a year on $10k12.79%

−10.8%Worst dropSmaller is better−11.5%

17.1%VolatilityLower is calmer16.7%

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

4–3FDLS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDLS vs JEPQ: Top 5 Holdings

Today

FDLS

6.4%in top 5

JEPQ

in top 528.9%

FDLSStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

1.3%FLYWnot top 5

1.3%PACSnot top 5

1.3%CONnot top 5

1.3%GCTnot top 5

1.3%BEKEnot top 5

Held in common1.9%

End-of-day Nov 6, 2026 · share of each fund

FDLS vs JEPQ Returns, Every Period

1Y

InspireFDLS

+12.7%

past year

JEPQJ.P. Morgan

+4.5%

past year

FDLSJEPQFaded: behind in that period

3–0FDLS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FDLS vs JEPQ

YTD

InspireFDLS

+10.3%

JEPQJ.P. Morgan

+3.2%

+10.3%Year to date+3.2%

−10.8%Worst drop · 1Y−11.5%

17.1%Volatility · 1Y16.7%

0.9%Yield12.8%

$243MAssets$40.7B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDLS, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

FDLS0.66%$66

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FDLS, JEPQ

1Y

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

FDLS0.90%$90

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

FDLS$90 − $66 = $24

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FDLS, JEPQ

Today

1.9%most shared, FDLS and JEPQ

FDLSJEPQ

FDLS—1.9%

JEPQ1.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+12.7%FDLS, at 17.1% volatility

JEPQWorst drop−11.5%16.7% vol

FDLSWorst drop−10.8%17.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFDLS

+3.2%Year to date+10.3%

12.8%Yield0.9%

+4.5%Past year+12.7%

0.35%Fee0.66%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026