Today
VOO−4.4%IVV−4.4%SPY−4.4%VTI−4.4%QQQ−6.5%VUG−5.5%VEA−3.7%IEFA−3.0%VTV−3.1%SPYM−4.4%VXUS−3.7%BND+0.2%VGT−7.3%IEMG−5.6%AGG+0.2%GLD+0.8%IJH−3.9%VWO−3.6%SCHD−2.2%IWF−6.4%XLK−8.0%SGOV+0.0%VIG−3.3%IJR−3.8%QQQM−6.3%VO−3.5%RSP−2.9%ITOT−4.4%DFAC−4.0%IWD−2.6%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 3 funds side by side · dividends reinvested

FNCL, JEPI and SCHD

FNCLFidelity×JEPIJ.P. Morgan×SCHDSchwab×
Versus in desk
$7.5k$10k$12.5k$15k$17.5kLow $8,964 · 2022SCHD$16,375FNCL$15,425JEPI$14,108Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,375SCHD · best of the three
02 / 04

FNCL, JEPI and SCHD, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.5
Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.59%+5.8%+11.3%+23.6%+9.1%−14.8%15.3%$2.2B2.3
JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.3
Rank among the three1st → 3rdFee, 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: FNCL 2013 · JEPI 2020 · SCHD 2011
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
Fidelity MSCI Financials Index ETF · $2.2B$15,425
FNCL
JEPI
JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested · they hold 9.9% in common

FNCLMeasureJEPI
+5.8%Year to dateJan 1 → Nov 5+5.2%
+11.3%1 yearTotal return+8.3%
+23.6%3 years · per year$10,000 became $18,881 · $13,674+11.0%
+9.1%5 years · per year$10,000 became $15,425 · $14,108+7.1%
0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%
1.59%Trailing 12-mo yield$159 · $809 a year on $10k8.09%
−14.8%Worst dropSmaller is better−6.7%
15.3%VolatilityLower is calmer8.8%
FNCLJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side
5–3FNCL wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

FNCL vs JEPI: Top 5 Holdings

Today
FNCL
36.3%in top 5
JEPI
in top 59.9%
FNCLStockJEPI
10.1%JPMnot top 5
8.8%BRK-Bnot top 5
7.8%V1.9%
5.9%MA2.0%
3.6%BACnot top 5
not top 5MSFT2.0%
not top 5MMM1.9%
not top 5AAPL1.9%
Held in common9.9%
End-of-day Nov 5, 2026 · share of each fund
@TheETFTracker·theetftracker.com

FNCL vs JEPI Returns, Every Period

5Y
FidelityFNCL
+9.1%
5 years, per year
JEPIJ.P. Morgan
+7.1%
5 years, per year
0%+10%+20%+30%+5.8%+5.2%YTD+11.3%+8.3%1 year+23.6%+11.0%3 yrs · yr+9.1%+7.1%5 yrs · yr
FNCLJEPIFaded: behind in that period
4–0FNCL wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Sector vs Income: FNCL vs JEPI

YTD
FidelityFNCL
+5.8%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+5.8%+5.2%
+5.8%Year to date+5.2%
−14.8%Worst drop · 1Y−6.7%
15.3%Volatility · 1Y8.8%
1.6%Yield8.1%
$2.2BAssets$46.1B
3–1JEPI wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: FNCL, JEPI, SCHD

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
FNCL0.08%$8
JEPI0.35%$35
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: FNCL, JEPI, SCHD

1Y
8.09%highest, JEPI
FundTrailing yieldYield$10k
JEPI8.09%$809
SCHD2.98%$298
FNCL1.59%$159
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$774most kept, JEPI
JEPI$809 − $35 = $774
SCHD$298 − $6 = $292
FNCL$159 − $8 = $151
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: FNCL, JEPI, SCHD

Today
9.9%most shared, FNCL and JEPI
FNCLJEPISCHD
FNCL—9.9%4.2%
JEPI9.9%—8.1%
SCHD4.2%8.1%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+38.7%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%Volatility · 1 year → bumpierSCHD +38.7%FNCL +11.3%JEPI +8.3%
JEPIWorst drop−6.7%8.8% vol
SCHDWorst drop−6.9%11.7% vol
FNCLWorst drop−14.8%15.3% vol
End-of-day Nov 5, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
JEPISCHD
Jan 1Nov 5+5.2%+32.3%
+5.2%Year to date+32.3%
8.1%Yield3.0%
+8.3%Past year+38.7%
0.35%Fee0.06%
3–1SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.4%
SPYSPDR
+8.3%
Jan 1Nov 5+8.4%+8.3%
+8.4%Year to date+8.3%
1.1%Yield1.0%
$182BAssets$805B
2–0SPYM wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com
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