Compare · 2 funds side by side · dividends reinvested

FID and JEPQ

FIDFirst Trust×JEPQJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,431FID · best of the two

02 / 04

FID and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust S&P International Dividend Aristocrats ETFIncome · Dividend stocks0.60%4.02%+10.9%+16.7%+20.6%+9.1%−8.9%10.7%$172M1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.7

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: FID 2013 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust S&P International Dividend Aristocrats ETF · $172M$15,431

FID

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

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

FIDMeasureJEPQ

+10.9%Year to dateJan 1 → Nov 6+3.2%

+16.7%1 yearTotal return+4.5%

+20.6%3 years · per year$10,000 became $17,528 · $16,202+17.4%

+9.1%5 years · per year$10,000 became $15,431 · […][…]

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

4.02%Trailing 12-mo yield$402 · $1,279 a year on $10k12.79%

−8.9%Worst dropSmaller is better−11.5%

10.7%VolatilityLower is calmer16.7%

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

5–2FID wins

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

More Ways to See the Pairs

FID vs JEPQ: Top 5 Holdings

Today

FID

11.7%in top 5

JEPQ

in top 528.9%

FIDStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

2.6%LGEN.Lnot top 5

2.4%TEP.PAnot top 5

2.3%0992.HKnot top 5

2.3%APA.AXnot top 5

2.0%DNB.OLnot top 5

Held in common0.0%

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

FID vs JEPQ Returns, Every Period

First TrustFID

+16.7%

past year

JEPQJ.P. Morgan

+4.5%

past year

FIDJEPQFaded: behind in that period

3–0FID wins

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

FID vs JEPQ

YTD

First TrustFID

+10.9%

JEPQJ.P. Morgan

+3.2%

+10.9%Year to date+3.2%

−8.9%Worst drop · 1Y−11.5%

10.7%Volatility · 1Y16.7%

4.0%Yield12.8%

$172MAssets$42.6B

3–1FID wins

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

Cost, Income and Risk

Fees: FID, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

FID0.60%$60

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

Yields: FID, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

FID4.02%$402

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

FID$402 − $60 = $342

KeptFee

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

Overlap: FID, JEPQ

Today

0.0%most shared, FID and JEPQ

FIDJEPQ

FID—0.0%

JEPQ0.0%—

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

Return vs Bumpiness: 2 ETFs

+16.7%FID, at 10.7% volatility

FIDWorst drop−8.9%10.7% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQFID

+3.2%Year to date+10.9%

12.8%Yield4.0%

+4.5%Past year+16.7%

0.35%Fee0.60%

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