Compare · 2 funds side by side · dividends reinvested

FDLS and JEPQ

FDLSInspire×JEPQJ.P. Morgan×

Versus in desk

Story of the two · CostLowest cost

01 / 03

IWD−0.4%

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Portfolio

Story of the two · RiskSmallest drop

FDLS and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.87%+14.6%+16.7%+19.7%[…]−10.8%17.4%$251M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B1.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: FDLS 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

JEPQ

FDLS

Inspire Fidelis Multi Factor ETF · $251M[…]

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

JEPQMeasureFDLS

+7.8%

More Ways to See the Pairs

JEPQ vs FDLS: Top 5 Holdings

Today

JEPQ

27.3%in top 5

FDLS

in top 56.9%

JEPQStockFDLS

7.2%AAPLnot top 5

5.9%NVDAnot top 5

5.6%MSFTnot top 5

4.3%GOOGnot top 5

4.2%AMZNnot top 5

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 12, 2026 · fee on $10,000 a year

Yields: FDLS, JEPQ

1Y

12.24%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+14.6%

+8.8%1 yearTotal return+16.7%

+17.9%3 years · per year$10,000 became $16,406 · $17,167+19.7%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $66 a year on $10k · lower is better0.66%

12.24%Trailing 12-mo yield$1,224 · $87 a year on $10k0.87%

−11.5%Worst dropSmaller is better−10.8%

16.9%VolatilityLower is calmer17.4%

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

3–4FDLS wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TLS1.9%

not top 5FLYW1.3%

not top 5CON1.2%

not top 5GCT1.2%

not top 5VCTR1.2%

Held in common2.1%

End-of-day Nov 12, 2026 · share of each fund

JEPQ vs FDLS Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

FDLSInspire

+16.7%

past year

JEPQFDLSFaded: behind in that period

0–3FDLS wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPQ vs FDLS

YTD

J.P. MorganJEPQ

+7.8%

FDLSInspire

+14.6%

+7.8%Year to date+14.6%

−11.5%Worst drop · 1Y−10.8%

16.9%Volatility · 1Y17.4%

12.2%Yield0.9%

$41.8BAssets$251M

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPQ12.24%$1,224

FDLS0.87%$87

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

FDLS$87 − $66 = $21

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FDLS, JEPQ

Today

2.1%most shared, FDLS and JEPQ

FDLSJEPQ

FDLS—2.1%

JEPQ2.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.7%FDLS, at 17.4% volatility

JEPQWorst drop−11.5%16.9% vol

FDLSWorst drop−10.8%17.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFDLS

+7.8%Year to date+14.6%

12.2%Yield0.9%

+8.8%Past year+16.7%

0.35%Fee0.66%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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FDLS and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two