Compare · 3 funds side by side · dividends reinvested

FDVV, JEPQ and JEPI

FDVVFidelity×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,654FDVV · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

FDVV, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity High Dividend ETF Income · Dividend stocks0.15%2.75%+12.5%+13.7%+20.9%+13.3%−9.3%11.6%$10.4B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B2.4

Rank among the three1st → 3rdFee, 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: FDVV 2016 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity High Dividend ETF · $10.4B$18,654

FDVV

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 25.7% in common

FDVV

More Ways to See the Pairs

FDVV vs JEPQ: Top 5 Holdings

Today

FDVV

24.1%in top 5

JEPQ

in top 527.3%

FDVVStockJEPQ

7.2%AAPL7.2%

5.8%NVDA5.9%

5.6%MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN

Cost, Income and Risk

Fees: FDVV, JEPQ, JEPI

Today

0.15%lowest, FDVV

FundExpense ratioFee$10k

FDVV0.15%$15

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

JEPQ

+12.5%Year to dateJan 1 → Nov 12+7.8%

+13.7%1 yearTotal return+8.8%

+20.9%3 years · per year$10,000 became $17,656 · $16,406+17.9%

+13.3%5 years · per year$10,000 became $18,654 · […][…]

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

2.75%Trailing 12-mo yield$275 · $1,224 a year on $10k12.24%

−9.3%Worst dropSmaller is better−11.5%

11.6%VolatilityLower is calmer16.9%

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

6–1FDVV wins

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

4.2%

2.8%AVGOnot top 5

2.7%JPMnot top 5

Held in common25.7%

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

FDVV vs JEPQ Returns, Every Period

1Y

FidelityFDVV

+13.7%

past year

JEPQJ.P. Morgan

+8.8%

past year

FDVVJEPQFaded: behind in that period

3–0FDVV wins

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

FDVV vs JEPQ

YTD

FidelityFDVV

+12.5%

JEPQJ.P. Morgan

+7.8%

+12.5%Year to date+7.8%

−9.3%Worst drop · 1Y−11.5%

11.6%Volatility · 1Y16.9%

2.7%Yield12.2%

$10.4BAssets$42.6B

3–1FDVV wins

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

Yields: FDVV, JEPQ, JEPI

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

JEPI7.86%$786

FDVV2.75%$275

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

JEPI$786 − $35 = $751

FDVV$275 − $15 = $260

KeptFee

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

Overlap: FDVV, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

FDVVJEPQJEPI

FDVV—25.7%23.5%

JEPQ25.7%—28.4%

JEPI23.5%28.4%—

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

Return vs Bumpiness: 3 ETFs

1Y

+13.7%FDVV, at 11.6% volatility

JEPIWorst drop−6.7%9.0% vol

FDVVWorst drop−9.3%11.6% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQFDVV

+7.8%Year to date+12.5%

12.2%Yield2.7%

+8.8%Past year+13.7%

0.35%Fee0.15%

3–1FDVV wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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FDVV, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: FDVV, JEPQ, JEPI