Compare · 2 funds side by side · dividends reinvested

FENY and JEPI

FENYFidelity×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$24,750FENY · best of the two

02 / 04

FENY and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Energy Index ETFSectors · Energy0.08%2.34%+38.4%+42.7%+16.0%+19.9%−14.9%23.3%$2.1B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: FENY 2013 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Energy Index ETF · $2.1B$24,750

FENY

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

FENYMeasureJEPI

+38.4%Year to dateJan 1 → Nov 5+5.2%

+42.7%1 yearTotal return+8.3%

+16.0%3 years · per year$10,000 became $15,619 · $13,674+11.0%

+19.9%5 years · per year$10,000 became $24,750 · $14,108+7.1%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

2.34%Trailing 12-mo yield$234 · $809 a year on $10k8.09%

−14.9%Worst dropSmaller is better−6.7%

23.3%VolatilityLower is calmer8.8%

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

5–3FENY wins

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

More Ways to See the Pairs

FENY vs JEPI: Top 5 Holdings

Today

FENY

53.1%in top 5

JEPI

in top 59.9%

FENYStockJEPI

23.3%XOMnot top 5

15.0%CVXnot top 5

6.3%COPnot top 5

4.3%MPCnot top 5

4.1%VLOnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common2.9%

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

FENY vs JEPI Returns, Every Period

FidelityFENY

+19.9%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

FENYJEPIFaded: behind in that period

4–0FENY wins

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

Sector vs Income: FENY vs JEPI

YTD

FidelityFENY

+38.4%

JEPIJ.P. Morgan

+5.2%

+38.4%Year to date+5.2%

−14.9%Worst drop · 1Y−6.7%

23.3%Volatility · 1Y8.8%

2.3%Yield8.1%

$2.1BAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: FENY, JEPI

Today

0.08%lowest, FENY

FundExpense ratioFee$10k

FENY0.08%$8

JEPI0.35%$35

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

Yields: FENY, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

FENY2.34%$234

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

FENY$234 − $8 = $226

KeptFee

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

Overlap: FENY, JEPI

Today

2.9%most shared, FENY and JEPI

FENYJEPI

FENY—2.9%

JEPI2.9%—

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

Return vs Bumpiness: 2 ETFs

+42.7%FENY, at 23.3% volatility

JEPIWorst drop−6.7%8.8% vol

FENYWorst drop−14.9%23.3% vol

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

Paid More vs Made More

YTD

JEPIFENY

+5.2%Year to date+38.4%

8.1%Yield2.3%

+8.3%Past year+42.7%

0.35%Fee0.08%

3–1FENY wins

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%

$42.1BAssets$46.1B

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%

$123BAssets$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$805B

2–0SPYM wins

End-of-day Nov 5, 2026