Compare · 2 funds side by side · dividends reinvested

FDTS and JEPQ

FDTSFirst Trust×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,172FDTS · best of the two

02 / 04

FDTS and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B1.4

First Trust Developed Markets ex-US Small Cap AlphaDEX FundInternational · Developed0.80%2.78%+14.1%+21.7%+24.7%+10.1%−13.1%20.1%$13M1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: FDTS 2012 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund · $13M$16,172

FDTS

JEPQ

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

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

FDTSMeasureJEPQ

+14.1%Year to dateJan 1 → Nov 5+8.5%

+21.7%1 yearTotal return+9.3%

+24.7%3 years · per year$10,000 became $19,404 · $17,406+20.3%

+10.1%5 years · per year$10,000 became $16,172 · […][…]

0.80%Expense ratio$80 · $35 a year on $10k · lower is better0.35%

2.78%Trailing 12-mo yield$278 · $1,217 a year on $10k12.17%

−13.1%Worst dropSmaller is better−8.8%

20.1%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

FDTS vs JEPQ: Top 5 Holdings

Today

FDTS

2.6%in top 5

JEPQ

in top 528.3%

FDTSStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

0.6%1112.HKnot top 5

0.5%NWL.MInot top 5

0.5%2501.Tnot top 5

0.5%SAGA.Lnot top 5

0.5%NTG.COnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

FDTS vs JEPQ Returns, Every Period

First TrustFDTS

+21.7%

past year

JEPQJ.P. Morgan

+9.3%

past year

FDTSJEPQFaded: behind in that period

3–0FDTS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

International vs Income: FDTS vs JEPQ

YTD

First TrustFDTS

+14.1%

JEPQJ.P. Morgan

+8.5%

+14.1%Year to date+8.5%

−13.1%Worst drop · 1Y−8.8%

20.1%Volatility · 1Y15.5%

2.8%Yield12.2%

$13.4MAssets$42.6B

3–1JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDTS, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

FDTS0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FDTS, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

FDTS2.78%$278

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

FDTS$278 − $80 = $198

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FDTS, JEPQ

Today

0.0%most shared, FDTS and JEPQ

FDTSJEPQ

FDTS—0.0%

JEPQ0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.7%FDTS, at 20.1% volatility

JEPQWorst drop−8.8%15.5% vol

FDTSWorst drop−13.1%20.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFDTS

+8.5%Year to date+14.1%

12.2%Yield2.8%

+9.3%Past year+21.7%

0.35%Fee0.80%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026