Compare · 2 funds side by side · dividends reinvested

FNCL and JEPI

FNCLFidelity×JEPIJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,567FNCL · best of the two

Story of the two · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the two · RiskSmallest drop

FNCL and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.57%+7.2%+11.8%+22.2%+9.3%−14.8%15.4%$2.3B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B1.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: FNCL 2013 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity MSCI Financials Index ETF · $2.3B$15,567

FNCL

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,429

$10,000 five years ago, dividends reinvested · they hold 9.8% in common

FNCLMeasureJEPI

+7.2%

More Ways to See the Pairs

FNCL vs JEPI: Top 5 Holdings

Today

FNCL

36.2%in top 5

JEPI

in top 59.8%

FNCLStockJEPI

10.0%JPMnot top 5

8.9%BRK-Bnot top 5

7.7%Vnot top 5

5.9%MA2.0%

3.6%BACnot top 5

Cost, Income and Risk

Fees: FNCL, JEPI

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

JEPI0.35%$35

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

Yields: FNCL, JEPI

1Y

7.92%highest, JEPI

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+7.6%

+11.8%1 yearTotal return+10.6%

+22.2%3 years · per year$10,000 became $18,238 · $13,634+10.9%

+9.3%5 years · per year$10,000 became $15,567 · $14,429+7.6%

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

1.57%Trailing 12-mo yield$157 · $792 a year on $10k7.92%

−14.8%Worst dropSmaller is better−6.7%

15.4%VolatilityLower is calmer9.0%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common9.8%

End-of-day Nov 10, 2026 · share of each fund

FNCL vs JEPI Returns, Every Period

5Y

FidelityFNCL

+9.3%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

FNCLJEPIFaded: behind in that period

3–1FNCL wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Sector vs Income: FNCL vs JEPI

YTD

FidelityFNCL

+7.2%

JEPIJ.P. Morgan

+7.6%

+7.2%Year to date+7.6%

−14.8%Worst drop · 1Y−6.7%

15.4%Volatility · 1Y9.0%

1.6%Yield7.9%

$2.3BAssets$45.2B

4–0JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPI7.92%$792

FNCL1.57%$157

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

FNCL$157 − $8 = $149

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FNCL, JEPI

Today

9.8%most shared, FNCL and JEPI

FNCLJEPI

FNCL—9.8%

JEPI9.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.8%FNCL, at 15.4% volatility

JEPIWorst drop−6.7%9.0% vol

FNCLWorst drop−14.8%15.4% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIFNCL

+7.6%Year to date+7.2%

7.9%Yield1.6%

+10.6%Past year+11.8%

0.35%Fee0.08%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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FNCL and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two