Compare · 2 funds side by side · dividends reinvested

FIDU and JEPQ

FIDUFidelity×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,532FIDU · best of the two

02 / 04

FIDU and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Industrials Index ETFSectors · Industrials0.08%0.92%+9.5%+9.4%+21.6%+11.9%−12.4%18.4%$2.3B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FIDU 2013 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Industrials Index ETF · $2.3B$17,532

FIDU

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

FIDUMeasureJEPQ

+9.5%Year to dateJan 1 → Nov 4+8.5%

+9.4%1 yearTotal return+9.3%

+21.6%3 years · per year$10,000 became $17,986 · $17,406+20.3%

+11.9%5 years · per year$10,000 became $17,532 · […][…]

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

0.92%Trailing 12-mo yield$92 · $1,217 a year on $10k12.17%

−12.4%Worst dropSmaller is better−8.8%

18.4%VolatilityLower is calmer15.5%

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

4–3FIDU wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FIDU vs JEPQ: Top 5 Holdings

Today

FIDU

19.6%in top 5

JEPQ

in top 527.9%

FIDUStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

4.9%GEnot top 5

4.3%CATnot top 5

not top 5MU4.2%

not top 5GOOG4.1%

4.1%RTXnot top 5

3.7%GEVnot top 5

2.7%UNPnot top 5

Held in common1.9%

End-of-day Nov 4, 2026 · share of each fund

FIDU vs JEPQ Returns, Every Period

FidelityFIDU

+9.4%

past year

JEPQJ.P. Morgan

+9.3%

past year

FIDUJEPQFaded: behind in that period

3–0FIDU wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: FIDU vs JEPQ

YTD

FidelityFIDU

+9.5%

JEPQJ.P. Morgan

+8.5%

+9.5%Year to date+8.5%

−12.4%Worst drop · 1Y−8.8%

18.4%Volatility · 1Y15.5%

0.9%Yield12.2%

$2.3BAssets$42.1B

3–1JEPQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FIDU, JEPQ

Today

0.08%lowest, FIDU

FundExpense ratioFee$10k

FIDU0.08%$8

JEPQ0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FIDU, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

FIDU0.92%$92

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

FIDU$92 − $8 = $84

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FIDU, JEPQ

Today

1.9%most shared, FIDU and JEPQ

FIDUJEPQ

FIDU—1.9%

JEPQ1.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.4%FIDU, at 18.4% volatility

JEPQWorst drop−8.8%15.5% vol

FIDUWorst drop−12.4%18.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFIDU

+8.5%Year to date+9.5%

12.2%Yield0.9%

+9.3%Past year+9.4%

0.35%Fee0.08%

3–1FIDU wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026