Compare · 2 funds side by side · dividends reinvested

FGD and JEPI

FGDFirst Trust×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,480FGD · best of the two

02 / 04

FGD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.77%+13.8%+20.8%+25.0%+11.8%−9.8%12.8%$1.6B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: FGD 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,480

FGD

JEPI

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

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

FGDMeasureJEPI

+13.8%Year to dateJan 1 → Nov 6+5.3%

+20.8%1 yearTotal return+8.2%

+25.0%3 years · per year$10,000 became $19,517 · $13,562+10.7%

+11.8%5 years · per year$10,000 became $17,480 · $14,118+7.1%

0.55%Expense ratio$55 · $35 a year on $10k · lower is better0.35%

5.77%Trailing 12-mo yield$577 · $809 a year on $10k8.09%

−9.8%Worst dropSmaller is better−6.7%

12.8%VolatilityLower is calmer8.8%

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

4–4Level

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

More Ways to See the Pairs

FGD vs JEPI: Top 5 Holdings

Today

FGD

10.0%in top 5

JEPI

in top 59.9%

FGDStockJEPI

2.7%RHInot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

1.9%017800.Knot top 5

not top 5NEE1.9%

1.9%TEP.PAnot top 5

1.8%BME.Lnot top 5

1.7%OMV.VInot top 5

Held in common0.8%

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

FGD vs JEPI Returns, Every Period

First TrustFGD

+11.8%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

FGDJEPIFaded: behind in that period

4–0FGD wins

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

FGD vs JEPI

YTD

First TrustFGD

+13.8%

JEPIJ.P. Morgan

+5.3%

+13.8%Year to date+5.3%

−9.8%Worst drop · 1Y−6.7%

12.8%Volatility · 1Y8.8%

5.8%Yield8.1%

$1.6BAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: FGD, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FGD0.55%$55

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

Yields: FGD, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

FGD5.77%$577

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

FGD$577 − $55 = $522

KeptFee

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

Overlap: FGD, JEPI

Today

0.8%most shared, FGD and JEPI

FGDJEPI

FGD—0.8%

JEPI0.8%—

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

Return vs Bumpiness: 2 ETFs

+20.8%FGD, at 12.8% volatility

JEPIWorst drop−6.7%8.8% vol

FGDWorst drop−9.8%12.8% vol

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

Paid More vs Made More

YTD

JEPIFGD

+5.3%Year to date+13.8%

8.1%Yield5.8%

+8.2%Past year+20.8%

0.35%Fee0.55%

2–2level

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