Compare · 2 funds side by side · dividends reinvested

FEX and JEPI

FEXFirst Trust×JEPIJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.0%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,030FEX · best of the two

Story of the two · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the two · RiskSmallest drop

FEX and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Large Cap Core AlphaDEX FundUS Stock Styles · Large cap0.57%1.01%+16.4%+19.2%+20.2%+9.9%−6.6%13.4%$1.6B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: FEX 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Large Cap Core AlphaDEX Fund · $1.6B$16,030

FEX

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,429

$10,000 five years ago, dividends reinvested · they hold 18.1% in common

FEXMeasureJEPI

+16.4%

More Ways to See the Pairs

FEX vs JEPI: Top 5 Holdings

Today

FEX

2.9%in top 5

JEPI

in top 59.8%

FEXStockJEPI

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: FEX, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FEX0.57%$57

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

Yields: FEX, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+7.6%

+19.2%1 yearTotal return+10.6%

+20.2%3 years · per year$10,000 became $17,364 · $13,634+10.9%

+9.9%5 years · per year$10,000 became $16,030 · $14,429+7.6%

0.57%Expense ratio$57 · $35 a year on $10k · lower is better0.35%

1.01%Trailing 12-mo yield$101 · $792 a year on $10k7.92%

−6.6%Worst dropSmaller is better−6.7%

13.4%VolatilityLower is calmer9.0%

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

5–3FEX wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%FISVnot top 5

0.6%PTCnot top 5

0.6%ROPnot top 5

0.6%STZnot top 5

0.5%SNnot top 5

Held in common18.1%

End-of-day Nov 10, 2026 · share of each fund

FEX vs JEPI Returns, Every Period

5Y

First TrustFEX

+9.9%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

FEXJEPIFaded: behind in that period

4–0FEX wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FEX vs JEPI

YTD

First TrustFEX

+16.4%

JEPIJ.P. Morgan

+7.6%

+16.4%Year to date+7.6%

−6.6%Worst drop · 1Y−6.7%

13.4%Volatility · 1Y9.0%

1.0%Yield7.9%

$1.6BAssets$46.6B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

JEPI7.92%$792

FEX1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

FEX$101 − $57 = $44

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FEX, JEPI

Today

18.1%most shared, FEX and JEPI

FEXJEPI

FEX—18.1%

JEPI18.1%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+19.2%FEX, at 13.4% volatility

JEPIWorst drop−6.7%9.0% vol

FEXWorst drop−6.6%13.4% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIFEX

+7.6%Year to date+16.4%

7.9%Yield1.0%

+10.6%Past year+19.2%

0.35%Fee0.57%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

Loading…

FEX and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two