Compare · 2 funds side by side · dividends reinvested

FDRR and JEPQ

FDRRFidelity×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,327FDRR · best of the two

02 / 04

FDRR and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Dividend ETF for Rising RatesIncome · Dividend stocks0.15%2.01%+15.6%+18.6%+24.5%+12.9%−8.5%11.5%$749M1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: FDRR 2016 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Dividend ETF for Rising Rates · $749M$18,327

FDRR

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 28.3% in common

FDRRMeasureJEPQ

+15.6%Year to dateJan 1 → Nov 4+8.5%

+18.6%1 yearTotal return+9.3%

+24.5%3 years · per year$10,000 became $19,291 · $17,406+20.3%

+12.9%5 years · per year$10,000 became $18,327 · […][…]

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

2.01%Trailing 12-mo yield$201 · $1,217 a year on $10k12.17%

−8.5%Worst dropSmaller is better−8.8%

11.5%VolatilityLower is calmer15.5%

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

6–1FDRR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDRR vs JEPQ: Top 5 Holdings

Today

FDRR

31.1%in top 5

JEPQ

in top 527.9%

FDRRStockJEPQ

8.4%NVDA7.1%

8.3%AAPL6.8%

6.8%MSFT5.6%

4.3%GOOGLnot top 5

not top 5MU4.2%

not top 5GOOG4.1%

3.3%DELLnot top 5

Held in common28.3%

End-of-day Nov 4, 2026 · share of each fund

FDRR vs JEPQ Returns, Every Period

FidelityFDRR

+18.6%

past year

JEPQJ.P. Morgan

+9.3%

past year

FDRRJEPQFaded: behind in that period

3–0FDRR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FDRR vs JEPQ

YTD

FidelityFDRR

+15.6%

JEPQJ.P. Morgan

+8.5%

+15.6%Year to date+8.5%

−8.5%Worst drop · 1Y−8.8%

11.5%Volatility · 1Y15.5%

2.0%Yield12.2%

$749MAssets$41.8B

3–1FDRR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDRR, JEPQ

Today

0.15%lowest, FDRR

FundExpense ratioFee$10k

FDRR0.15%$15

JEPQ0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FDRR, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

FDRR2.01%$201

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

FDRR$201 − $15 = $186

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FDRR, JEPQ

Today

28.3%most shared, FDRR and JEPQ

FDRRJEPQ

FDRR—28.3%

JEPQ28.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.6%FDRR, at 11.5% volatility

FDRRWorst drop−8.5%11.5% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFDRR

+8.5%Year to date+15.6%

12.2%Yield2.0%

+9.3%Past year+18.6%

0.35%Fee0.15%

3–1FDRR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026