Compare · 2 funds side by side · dividends reinvested

FNCL and JEPQ

FNCLFidelity×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,425FNCL · best of the two

02 / 04

FNCL and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.59%+5.8%+11.3%+23.6%+9.1%−14.8%15.3%$2.2B1.4

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 5, 2026 · returns include dividends · since: FNCL 2013 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Financials Index ETF · $2.2B$15,425

FNCL

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

FNCLMeasureJEPQ

+5.8%Year to dateJan 1 → Nov 5+8.5%

+11.3%1 yearTotal return+9.3%

+23.6%3 years · per year$10,000 became $18,881 · $17,406+20.3%

+9.1%5 years · per year$10,000 became $15,425 · […][…]

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

1.59%Trailing 12-mo yield$159 · $1,217 a year on $10k12.17%

−14.8%Worst dropSmaller is better−8.8%

15.3%VolatilityLower is calmer15.5%

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

4–3FNCL wins

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

More Ways to See the Pairs

FNCL vs JEPQ: Top 5 Holdings

Today

FNCL

36.3%in top 5

JEPQ

in top 528.3%

FNCLStockJEPQ

10.1%JPMnot top 5

8.8%BRK-Bnot top 5

7.8%Vnot top 5

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

5.9%MAnot top 5

not top 5GOOG4.2%

not top 5AMZN4.2%

3.6%BACnot top 5

Held in common0.6%

End-of-day Nov 5, 2026 · share of each fund

FNCL vs JEPQ Returns, Every Period

FidelityFNCL

+11.3%

past year

JEPQJ.P. Morgan

+9.3%

past year

FNCLJEPQFaded: behind in that period

2–1FNCL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: FNCL vs JEPQ

YTD

FidelityFNCL

+5.8%

JEPQJ.P. Morgan

+8.5%

+5.8%Year to date+8.5%

−14.8%Worst drop · 1Y−8.8%

15.3%Volatility · 1Y15.5%

1.6%Yield12.2%

$2.2BAssets$42.1B

3–1JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNCL, JEPQ

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

JEPQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FNCL, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

FNCL1.59%$159

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

FNCL$159 − $8 = $151

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FNCL, JEPQ

Today

0.6%most shared, FNCL and JEPQ

FNCLJEPQ

FNCL—0.6%

JEPQ0.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.3%FNCL, at 15.3% volatility

FNCLWorst drop−14.8%15.3% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFNCL

+8.5%Year to date+5.8%

12.2%Yield1.6%

+9.3%Past year+11.3%

0.35%Fee0.08%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026