Compare · 3 funds side by side · dividends reinvested

FPE, AMDY and JEPI

FPEFirst Trust×AMDYYieldMax×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

FPE, AMDY and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.8

YieldMax AMD Option Income Strategy ETFIncome · Dividend stocks1.00%88.29%+75.5%+51.0%+40.4%[…]−35.3%63.3%$430M1.9

First Trust Preferred Securities and Income ETFIncome · Dividend stocks0.83%6.33%−1.6%−1.0%+9.1%+2.2%−4.4%4.2%$5.9B2.3

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: FPE 2013 · AMDY 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Preferred Securities and Income ETF · $5.9B$11,141

FPE

AMDY

YieldMax AMD Option Income Strategy ETF · $430M[…]

$10,000 five years ago, dividends reinvested

FPEMeasureAMDY

−1.6%Year to dateJan 1 → Nov 6+75.5%

−1.0%1 yearTotal return+51.0%

+9.1%3 years · per year$10,000 became $12,986 · $27,698+40.4%

+2.2%5 years · per year$10,000 became $11,141 · […][…]

0.83%Expense ratio$83 · $100 a year on $10k · lower is better1.00%

6.33%Trailing 12-mo yield$633 · $8,829 a year on $10k88.29%

−4.4%Worst dropSmaller is better−35.3%

4.2%VolatilityLower is calmer63.3%

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

3–4AMDY wins

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

More Ways to See the Pairs

FPE vs AMDY: Top 5 Holdings

Today

FPE

5.9%in top 5

AMDY

in top 5[…]

FPEStockAMDY

1.6%WFC-PLnot top 5

1.2%XELLLnot top 5

1.1%CRBDnot top 5

1.1%ESGRPnot top 5

1.0%TMUSZnot top 5

Held in common[…]

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

FPE vs AMDY Returns, Every Period

First TrustFPE

−1.0%

past year

AMDYYieldMax

+51.0%

past year

FPEAMDYFaded: behind in that period

0–3AMDY wins

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

FPE vs AMDY

YTD

First TrustFPE

−1.6%

AMDYYieldMax

+75.5%

−1.6%Year to date+75.5%

−4.4%Worst drop · 1Y−35.3%

4.2%Volatility · 1Y63.3%

6.3%Yield88.3%

$5.9BAssets$430M

2–2level

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

Cost, Income and Risk

Fees: FPE, AMDY, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FPE0.83%$83

AMDY1.00%$100

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

Yields: FPE, AMDY, JEPI

88.29%highest, AMDY

FundTrailing yieldYield$10k

AMDY88.29%$8,829

JEPI8.09%$809

FPE6.33%$633

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

Income After Fees on $10,000

$8,729most kept, AMDY

AMDY$8,829 − $100 = $8,729

JEPI$809 − $35 = $774

FPE$633 − $83 = $550

KeptFee

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

Overlap: FPE, AMDY, JEPI

Today

0.0%most shared, FPE and JEPI

FPEAMDYJEPI

FPE—[…]0.0%

AMDY[…]—[…]

JEPI0.0%[…]—

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

Return vs Bumpiness: 3 ETFs

+51.0%AMDY, at 63.3% volatility

FPEWorst drop−4.4%4.2% vol

JEPIWorst drop−6.7%8.8% vol

AMDYWorst drop−35.3%63.3% vol

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

Paid More vs Made More

YTD

AMDYJEPI

+75.5%Year to date+5.3%

88.3%Yield8.1%

+51.0%Past year+8.2%

1.00%Fee0.35%

3–1AMDY wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026