Compare · 3 funds side by side · dividends reinvested

FEX, JEPQ and JEPI

FEXFirst Trust×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$16,030FEX · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

FEX, JEPQ 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%$1.6B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B2.3

Rank among the three1st → 3rdFee, 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 · JEPQ 2022 · 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

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

$10,000 five years ago, dividends reinvested · they hold 13.4% in common

FEX

More Ways to See the Pairs

FEX vs JEPQ: Top 5 Holdings

Today

FEX

2.9%in top 5

JEPQ

in top 528.0%

FEXStockJEPQ

not top 5AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT6.0%

not top 5AMZN4.3%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: FEX, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

FEX0.57%$57

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

Yields: FEX, JEPQ, JEPI

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

JEPQ

+16.4%Year to dateJan 1 → Nov 10+6.0%

+19.2%1 yearTotal return+8.8%

+20.2%3 years · per year$10,000 became $17,364 · $16,284+17.6%

+9.9%5 years · per year$10,000 became $16,030 · […][…]

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

1.01%Trailing 12-mo yield$101 · $1,245 a year on $10k12.45%

−6.6%Worst dropSmaller is better−11.5%

13.4%VolatilityLower is calmer16.9%

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

5–2FEX 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 common13.4%

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

FEX vs JEPQ Returns, Every Period

1Y

First TrustFEX

+19.2%

past year

JEPQJ.P. Morgan

+8.8%

past year

FEXJEPQFaded: behind in that period

3–0FEX wins

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

Stocks vs Income: FEX vs JEPQ

YTD

First TrustFEX

+16.4%

JEPQJ.P. Morgan

+6.0%

+16.4%Year to date+6.0%

−6.6%Worst drop · 1Y−11.5%

13.4%Volatility · 1Y16.9%

1.0%Yield12.4%

$1.6BAssets$42.0B

3–1FEX wins

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

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

JEPI7.92%$792

FEX1.01%$101

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

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

JEPI$792 − $35 = $757

FEX$101 − $57 = $44

KeptFee

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

Overlap: FEX, JEPQ, JEPI

Today

27.8%most shared, JEPQ and JEPI

FEXJEPQJEPI

FEX—13.4%18.1%

JEPQ13.4%—27.8%

JEPI18.1%27.8%—

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

Return vs Bumpiness: 3 ETFs

1Y

+19.2%FEX, at 13.4% volatility

JEPIWorst drop−6.7%9.0% vol

FEXWorst drop−6.6%13.4% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQFEX

+6.0%Year to date+16.4%

12.4%Yield1.0%

+8.8%Past year+19.2%

0.35%Fee0.57%

2–2level

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

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FEX, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three