Compare · 2 funds side by side · dividends reinvested

FICS and JEPI

FICSFirst Trust×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

FICS and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.4

First Trust International Developed Capital Strength ETFInternational · Developed0.70%1.84%+7.4%+13.7%+15.0%+5.3%−10.3%13.9%$205M1.6

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: FICS 2020 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust International Developed Capital Strength ETF · $205M$12,947

FICS

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FICSMeasureJEPI

+7.4%Year to dateJan 1 → Nov 5+5.2%

+13.7%1 yearTotal return+8.3%

+15.0%3 years · per year$10,000 became $15,219 · $13,674+11.0%

+5.3%5 years · per year$10,000 became $12,947 · $14,108+7.1%

0.70%Expense ratio$70 · $35 a year on $10k · lower is better0.35%

1.84%Trailing 12-mo yield$184 · $809 a year on $10k8.09%

−10.3%Worst dropSmaller is better−6.7%

13.9%VolatilityLower is calmer8.8%

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

3–5JEPI wins

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

More Ways to See the Pairs

FICS vs JEPI: Top 5 Holdings

Today

FICS

10.8%in top 5

JEPI

in top 59.9%

FICSStockJEPI

2.3%SCHP.SWnot top 5

2.2%CCH.Lnot top 5

2.1%AENA.MCnot top 5

2.1%OR.PAnot top 5

2.1%HNR1.DEnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common0.0%

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

FICS vs JEPI Returns, Every Period

First TrustFICS

+5.3%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

FICSJEPIFaded: behind in that period

3–1FICS wins

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

International vs Income: FICS vs JEPI

YTD

First TrustFICS

+7.4%

JEPIJ.P. Morgan

+5.2%

+7.4%Year to date+5.2%

−10.3%Worst drop · 1Y−6.7%

13.9%Volatility · 1Y8.8%

1.8%Yield8.1%

$205MAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: FICS, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FICS0.70%$70

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

Yields: FICS, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

FICS1.84%$184

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

FICS$184 − $70 = $114

KeptFee

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

Overlap: FICS, JEPI

Today

0.0%most shared, FICS and JEPI

FICSJEPI

FICS—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+13.7%FICS, at 13.9% volatility

JEPIWorst drop−6.7%8.8% vol

FICSWorst drop−10.3%13.9% vol

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

Paid More vs Made More

YTD

JEPIFICS

+5.2%Year to date+7.4%

8.1%Yield1.8%

+8.3%Past year+13.7%

0.35%Fee0.70%

2–2level

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