Compare · 3 funds side by side · dividends reinvested

FNCL, JEPI and VIG

FNCLFidelity×JEPIJ.P. Morgan×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

FNCL, JEPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.1

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.60%+5.2%+10.2%+23.1%+9.0%−14.8%15.3%$2.3B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FNCL 2013 · JEPI 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Financials Index ETF · $2.3B$15,379

FNCL

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 10.0% in common

FNCLMeasureJEPI

+5.2%Year to dateJan 1 → Nov 6+5.3%

+10.2%1 yearTotal return+8.2%

+23.1%3 years · per year$10,000 became $18,650 · $13,562+10.7%

+9.0%5 years · per year$10,000 became $15,379 · $14,118+7.1%

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

1.60%Trailing 12-mo yield$160 · $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

4–4Level

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

More Ways to See the Pairs

FNCL vs JEPI: Top 5 Holdings

Today

FNCL

36.2%in top 5

JEPI

in top 59.9%

FNCLStockJEPI

10.0%JPMnot top 5

9.0%BRK-Bnot top 5

7.8%Vnot top 5

5.9%MA2.1%

3.6%BACnot top 5

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common10.0%

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

FNCL vs JEPI Returns, Every Period

FidelityFNCL

+9.0%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

FNCLJEPIFaded: behind in that period

3–1FNCL wins

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

Sector vs Income: FNCL vs JEPI

YTD

FidelityFNCL

+5.2%

JEPIJ.P. Morgan

+5.3%

+5.2%Year to date+5.3%

−14.8%Worst drop · 1Y−6.7%

15.3%Volatility · 1Y8.8%

1.6%Yield8.1%

$2.3BAssets$46.8B

4–0JEPI wins

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

Cost, Income and Risk

Fees: FNCL, JEPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FNCL0.08%$8

JEPI0.35%$35

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

Yields: FNCL, JEPI, VIG

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

FNCL1.60%$160

VIG1.50%$150

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

FNCL$160 − $8 = $152

VIG$150 − $4 = $146

KeptFee

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

Overlap: FNCL, JEPI, VIG

Today

30.7%most shared, JEPI and VIG

FNCLJEPIVIG

FNCL—10.0%20.2%

JEPI10.0%—30.7%

VIG20.2%30.7%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

FNCLWorst drop−14.8%15.3% vol

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

Paid More vs Made More

YTD

JEPIVIG

+5.3%Year to date+12.1%

8.1%Yield1.5%

+8.2%Past year+14.3%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026