Compare · 2 funds side by side · dividends reinvested

FIDU and JEPI

FIDUFidelity×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,510FIDU · best of the two

02 / 04

FIDU and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Industrials Index ETFSectors · Industrials0.08%0.91%+11.0%+10.3%+22.7%+11.9%−12.4%18.3%$2.3B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: FIDU 2013 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Industrials Index ETF · $2.3B$17,510

FIDU

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

FIDUMeasureJEPI

+11.0%Year to dateJan 1 → Nov 3+7.0%

+10.3%1 yearTotal return+9.8%

+22.7%3 years · per year$10,000 became $18,471 · $14,201+12.4%

+11.9%5 years · per year$10,000 became $17,510 · $14,322+7.4%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

0.91%Trailing 12-mo yield$91 · $796 a year on $10k7.96%

−12.4%Worst dropSmaller is better−6.7%

18.3%VolatilityLower is calmer7.9%

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

5–3FIDU wins

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

More Ways to See the Pairs

FIDU vs JEPI: Top 5 Holdings

Today

FIDU

19.5%in top 5

JEPI

in top 59.5%

FIDUStockJEPI

4.9%GEnot top 5

4.2%CATnot top 5

4.1%RTXnot top 5

3.5%GEVnot top 5

2.7%UNPnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common8.8%

End-of-day Nov 3, 2026 · share of each fund

FIDU vs JEPI Returns, Every Period

FidelityFIDU

+11.9%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

FIDUJEPIFaded: behind in that period

4–0FIDU wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Income: FIDU vs JEPI

YTD

FidelityFIDU

+11.0%

JEPIJ.P. Morgan

+7.0%

+11.0%Year to date+7.0%

−12.4%Worst drop · 1Y−6.7%

18.3%Volatility · 1Y7.9%

0.9%Yield8.0%

$2.3BAssets$46.0B

3–1JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FIDU, JEPI

Today

0.08%lowest, FIDU

FundExpense ratioFee$10k

FIDU0.08%$8

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FIDU, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

FIDU0.91%$91

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

FIDU$91 − $8 = $83

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FIDU, JEPI

Today

8.8%most shared, FIDU and JEPI

FIDUJEPI

FIDU—8.8%

JEPI8.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.3%FIDU, at 18.3% volatility

JEPIWorst drop−6.7%7.9% vol

FIDUWorst drop−12.4%18.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIFIDU

+7.0%Year to date+11.0%

8.0%Yield0.9%

+9.8%Past year+10.3%

0.35%Fee0.08%

3–1FIDU wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026