Compare · 3 funds side by side · dividends reinvested

FNCL, JEPQ and JEPI

FNCLFidelity×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,077FNCL · best of the three

02 / 04

FNCL, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.55%+8.9%+15.0%+25.2%+10.0%−14.8%15.0%$2.2B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: FNCL 2013 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Financials Index ETF · $2.2B$16,077

FNCL

JEPQ

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

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

FNCLMeasureJEPQ

+8.9%Year to dateJan 1 → Nov 4+8.5%

+15.0%1 yearTotal return+9.3%

+25.2%3 years · per year$10,000 became $19,633 · $17,406+20.3%

+10.0%5 years · per year$10,000 became $16,077 · […][…]

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

1.55%Trailing 12-mo yield$155 · $1,217 a year on $10k12.17%

−14.8%Worst dropSmaller is better−8.8%

15.0%VolatilityLower is calmer15.5%

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

5–2FNCL wins

End-of-day Nov 4, 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

36.0%in top 5

JEPQ

in top 527.9%

FNCLStockJEPQ

10.0%JPMnot top 5

8.8%BRK-Bnot top 5

7.8%Vnot top 5

not top 5NVDA7.1%

not top 5AAPL6.8%

5.9%MAnot top 5

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

3.6%BACnot top 5

Held in common0.6%

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

FNCL vs JEPQ Returns, Every Period

FidelityFNCL

+15.0%

past year

JEPQJ.P. Morgan

+9.3%

past year

FNCLJEPQFaded: behind in that period

3–0FNCL wins

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

Sector vs Income: FNCL vs JEPQ

YTD

FidelityFNCL

+8.9%

JEPQJ.P. Morgan

+8.5%

+8.9%Year to date+8.5%

−14.8%Worst drop · 1Y−8.8%

15.0%Volatility · 1Y15.5%

1.5%Yield12.2%

$2.2BAssets$42.1B

2–2level

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

Cost, Income and Risk

Fees: FNCL, JEPQ, JEPI

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: FNCL, JEPQ, JEPI

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

JEPI7.83%$783

FNCL1.55%$155

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

JEPI$783 − $35 = $748

FNCL$155 − $8 = $147

KeptFee

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

Overlap: FNCL, JEPQ, JEPI

Today

27.0%most shared, JEPQ and JEPI

FNCLJEPQJEPI

FNCL—0.6%9.7%

JEPQ0.6%—27.0%

JEPI9.7%27.0%—

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

Return vs Bumpiness: 3 ETFs

+15.0%FNCL, at 15.0% volatility

JEPIWorst drop−6.7%8.1% vol

FNCLWorst drop−14.8%15.0% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQFNCL

+8.5%Year to date+8.9%

12.2%Yield1.5%

+9.3%Past year+15.0%

0.35%Fee0.08%

3–1FNCL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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