Compare · 2 funds side by side · dividends reinvested

FFTY and JEPI

FFTYCapital Force×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

FFTY and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.1

CapForce IBD 50 ETFUnsorted0.80%1.63%−17.4%−25.3%+11.9%−9.6%−34.5%35.6%$54M1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: FFTY 2015 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

CapForce IBD 50 ETF · $54M$6,053

FFTY

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

FFTYMeasureJEPI

−17.4%Year to dateJan 1 → Nov 6+5.3%

−25.3%1 yearTotal return+8.2%

+11.9%3 years · per year$10,000 became $13,993 · $13,562+10.7%

−9.6%5 years · per year$10,000 became $6,053 · $14,118+7.1%

0.80%Expense ratio$80 · $35 a year on $10k · lower is better0.35%

1.63%Trailing 12-mo yield$163 · $809 a year on $10k8.09%

−34.5%Worst dropSmaller is better−6.7%

35.6%VolatilityLower is calmer8.8%

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

1–7JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FFTY vs JEPI: Top 5 Holdings

Today

FFTY

16.0%in top 5

JEPI

in top 59.9%

FFTYStockJEPI

4.5%CDNAnot top 5

3.1%RNGnot top 5

2.9%APPNnot top 5

2.8%CRWDnot top 5

2.8%SNnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common0.8%

End-of-day Nov 6, 2026 · share of each fund

FFTY vs JEPI Returns, Every Period

Capital ForceFFTY

−9.6%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

FFTYJEPIFaded: behind in that period

1–3JEPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: FFTY vs JEPI

YTD

Capital ForceFFTY

−17.4%

JEPIJ.P. Morgan

+5.3%

−17.4%Year to date+5.3%

−34.5%Worst drop · 1Y−6.7%

35.6%Volatility · 1Y8.8%

1.6%Yield8.1%

$53.8MAssets$46.8B

4–0JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FFTY, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FFTY0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FFTY, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

FFTY1.63%$163

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

FFTY$163 − $80 = $83

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FFTY, JEPI

Today

0.8%most shared, FFTY and JEPI

FFTYJEPI

FFTY—0.8%

JEPI0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

FFTYWorst drop−34.5%35.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIFFTY

+5.3%Year to date−17.4%

8.1%Yield1.6%

+8.2%Past year−25.3%

0.35%Fee0.80%

4–0JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026