Compare · 2 funds side by side · dividends reinvested

FMCX and JEPI

FMCXFirst Manhattan×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

FMCX and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.1

FM Focus Equity ETFUS Stock Styles · Large cap0.72%0.29%+7.4%+7.1%+18.4%[…]−12.6%15.0%$117M1.9

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: FMCX 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

FM Focus Equity ETF · $117M[…]

FMCX

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 12.4% in common

FMCXMeasureJEPI

+7.4%Year to dateJan 1 → Nov 4+8.8%

+7.1%1 yearTotal return+11.9%

+18.4%3 years · per year$10,000 became $16,578 · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.72%Expense ratio$72 · $35 a year on $10k · lower is better0.35%

0.29%Trailing 12-mo yield$29 · $783 a year on $10k7.83%

−12.6%Worst dropSmaller is better−6.7%

15.0%VolatilityLower is calmer8.1%

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

1–6JEPI wins

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

More Ways to See the Pairs

FMCX vs JEPI: Top 5 Holdings

Today

FMCX

28.2%in top 5

JEPI

in top 59.5%

FMCXStockJEPI

7.4%MSFT1.9%

5.9%KKRnot top 5

5.8%GEnot top 5

4.6%AMZNnot top 5

4.5%CRMnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common12.4%

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

FMCX vs JEPI Returns, Every Period

First ManhattanFMCX

+7.1%

past year

JEPIJ.P. Morgan

+11.9%

past year

FMCXJEPIFaded: behind in that period

1–2JEPI wins

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

Stocks vs Income: FMCX vs JEPI

YTD

First ManhattanFMCX

+7.4%

JEPIJ.P. Morgan

+8.8%

+7.4%Year to date+8.8%

−12.6%Worst drop · 1Y−6.7%

15.0%Volatility · 1Y8.1%

0.3%Yield7.8%

$117MAssets$46.1B

4–0JEPI wins

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

Cost, Income and Risk

Fees: FMCX, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FMCX0.72%$72

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

Yields: FMCX, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

FMCX0.29%$29

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

FMCX$29 − $72 = −$43

KeptFee

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

Overlap: FMCX, JEPI

Today

12.4%most shared, FMCX and JEPI

FMCXJEPI

FMCX—12.4%

JEPI12.4%—

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

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

FMCXWorst drop−12.6%15.0% vol

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

Paid More vs Made More

YTD

JEPIFMCX

+8.8%Year to date+7.4%

7.8%Yield0.3%

+11.9%Past year+7.1%

0.35%Fee0.72%

4–0JEPI 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