Compare · 2 funds side by side · dividends reinvested

FELC and JEPI

FELCFidelity×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,322JEPI · best of the two

02 / 04

FELC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.4

Fidelity Enhanced Large Cap Core ETFLow-Cost Core · US large cap0.18%0.85%+12.7%+13.4%[…][…]−9.1%12.8%$8.6B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: FELC 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Enhanced Large Cap Core ETF · $8.6B[…]

FELC

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 34.4% in common

FELCMeasureJEPI

+12.7%Year to dateJan 1 → Nov 3+7.0%

+13.4%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $14,201+12.4%

[…]5 years · per year$10,000 became […] · $14,322+7.4%

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

0.85%Trailing 12-mo yield$85 · $796 a year on $10k7.96%

−9.1%Worst dropSmaller is better−6.7%

12.8%VolatilityLower is calmer7.9%

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

3–3Level

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

More Ways to See the Pairs

FELC vs JEPI: Top 5 Holdings

Today

FELC

27.1%in top 5

JEPI

in top 59.5%

FELCStockJEPI

7.8%AAPL1.9%

7.7%NVDAnot top 5

5.0%MSFT1.9%

3.8%AMZNnot top 5

2.7%GOOGLnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common34.4%

End-of-day Nov 3, 2026 · share of each fund

FELC vs JEPI Returns, Every Period

FidelityFELC

+13.4%

past year

JEPIJ.P. Morgan

+9.8%

past year

FELCJEPIFaded: behind in that period

2–0FELC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Income: FELC vs JEPI

YTD

FidelityFELC

+12.7%

JEPIJ.P. Morgan

+7.0%

+12.7%Year to date+7.0%

−9.1%Worst drop · 1Y−6.7%

12.8%Volatility · 1Y7.9%

0.8%Yield8.0%

$8.6BAssets$46.0B

3–1JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FELC, JEPI

Today

0.18%lowest, FELC

FundExpense ratioFee$10k

FELC0.18%$18

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FELC, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

FELC0.85%$85

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

FELC$85 − $18 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FELC, JEPI

Today

34.4%most shared, FELC and JEPI

FELCJEPI

FELC—34.4%

JEPI34.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%FELC, at 12.8% volatility

JEPIWorst drop−6.7%7.9% vol

FELCWorst drop−9.1%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIFELC

+7.0%Year to date+12.7%

8.0%Yield0.8%

+9.8%Past year+13.4%

0.35%Fee0.18%

3–1FELC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026