Compare · 2 funds side by side · dividends reinvested

FDM and JEPQ

FDMFirst Trust×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,614FDM · best of the two

02 / 04

FDM and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.53%+13.3%+20.9%+21.5%+9.3%−9.3%17.2%$275M1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.6

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: FDM 2005 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Select MicroCap Index Fund · $275M$15,614

FDM

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FDMMeasureJEPQ

+13.3%Year to dateJan 1 → Nov 6+3.2%

+20.9%1 yearTotal return+4.5%

+21.5%3 years · per year$10,000 became $17,957 · $16,202+17.4%

+9.3%5 years · per year$10,000 became $15,614 · […][…]

0.65%Expense ratio$65 · $35 a year on $10k · lower is better0.35%

1.53%Trailing 12-mo yield$153 · $1,279 a year on $10k12.79%

−9.3%Worst dropSmaller is better−11.5%

17.2%VolatilityLower is calmer16.7%

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

4–3FDM wins

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

More Ways to See the Pairs

FDM vs JEPQ: Top 5 Holdings

Today

FDM

8.4%in top 5

JEPQ

in top 528.9%

FDMStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

2.1%PDnot top 5

1.8%QNSTnot top 5

1.6%SMPnot top 5

1.6%APOGnot top 5

1.4%ORRFnot top 5

Held in common0.0%

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

FDM vs JEPQ Returns, Every Period

First TrustFDM

+20.9%

past year

JEPQJ.P. Morgan

+4.5%

past year

FDMJEPQFaded: behind in that period

3–0FDM wins

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

Unsorted vs Income: FDM vs JEPQ

YTD

First TrustFDM

+13.3%

JEPQJ.P. Morgan

+3.2%

+13.3%Year to date+3.2%

−9.3%Worst drop · 1Y−11.5%

17.2%Volatility · 1Y16.7%

1.5%Yield12.8%

$275MAssets$42.6B

2–2level

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

Cost, Income and Risk

Fees: FDM, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

FDM0.65%$65

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

Yields: FDM, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

FDM1.53%$153

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

FDM$153 − $65 = $88

KeptFee

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

Overlap: FDM, JEPQ

Today

0.0%most shared, FDM and JEPQ

FDMJEPQ

FDM—0.0%

JEPQ0.0%—

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

Return vs Bumpiness: 2 ETFs

+20.9%FDM, at 17.2% volatility

JEPQWorst drop−11.5%16.7% vol

FDMWorst drop−9.3%17.2% vol

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

Paid More vs Made More

YTD

JEPQFDM

+3.2%Year to date+13.3%

12.8%Yield1.5%

+4.5%Past year+20.9%

0.35%Fee0.65%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026