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$15,532FNCL · 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%1.58%+6.8%+12.3%+22.7%+9.2%−14.8%15.4%$2.3B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.7

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

End-of-day Nov 9, 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 · $2.3B$15,532

FNCL

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

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

FNCLMeasureJEPQ

+6.8%Year to dateJan 1 → Nov 9+6.6%

+12.3%1 yearTotal return+9.2%

+22.7%3 years · per year$10,000 became $18,458 · $16,495+18.2%

+9.2%5 years · per year$10,000 became $15,532 · […][…]

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

1.58%Trailing 12-mo yield$158 · $1,239 a year on $10k12.39%

−14.8%Worst dropSmaller is better−11.5%

15.4%VolatilityLower is calmer16.9%

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

5–2FNCL wins

End-of-day Nov 9, 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 528.6%

FNCLStockJEPQ

9.9%JPMnot top 5

9.0%BRK-Bnot top 5

7.9%Vnot top 5

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

5.9%MAnot top 5

not top 5GOOG4.4%

not top 5AMZN4.3%

3.6%BACnot top 5

Held in common0.6%

End-of-day Nov 9, 2026 · share of each fund

FNCL vs JEPQ Returns, Every Period

FidelityFNCL

+12.3%

past year

JEPQJ.P. Morgan

+9.2%

past year

FNCLJEPQFaded: behind in that period

3–0FNCL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Income: FNCL vs JEPQ

YTD

FidelityFNCL

+6.8%

JEPQJ.P. Morgan

+6.6%

+6.8%Year to date+6.6%

−14.8%Worst drop · 1Y−11.5%

15.4%Volatility · 1Y16.9%

1.6%Yield12.4%

$2.3BAssets$40.7B

2–2level

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: FNCL, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

FNCL1.58%$158

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

FNCL$158 − $8 = $150

KeptFee

End-of-day Nov 9, 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 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.3%FNCL, at 15.4% volatility

FNCLWorst drop−14.8%15.4% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFNCL

+6.6%Year to date+6.8%

12.4%Yield1.6%

+9.2%Past year+12.3%

0.35%Fee0.08%

3–1FNCL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026