Compare · 3 funds side by side · dividends reinvested

FPFD, JEPI and VIG

FPFDFidelity×JEPIJ.P. Morgan×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,005VIG · best of the three

02 / 04

FPFD, JEPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

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

Fidelity Preferred Securities & Income ETFIncome · Dividend stocks0.59%5.74%−1.4%−1.4%+7.6%+0.9%−4.8%3.3%$76M2.4

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: FPFD 2021 · JEPI 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Preferred Securities & Income ETF · $76M$10,474

FPFD

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FPFDMeasureJEPI

−1.4%Year to dateJan 1 → Nov 4+8.8%

−1.4%1 yearTotal return+11.9%

+7.6%3 years · per year$10,000 became $12,458 · $14,269+12.6%

+0.9%5 years · per year$10,000 became $10,475 · $14,635+7.9%

0.59%Expense ratio$59 · $35 a year on $10k · lower is better0.35%

5.74%Trailing 12-mo yield$574 · $783 a year on $10k7.83%

−4.8%Worst dropSmaller is better−6.7%

3.3%VolatilityLower is calmer8.1%

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

2–6JEPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FPFD vs JEPI: Top 5 Holdings

Today

FPFD

5.7%in top 5

JEPI

in top 59.5%

FPFDStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

1.5%STRFnot top 5

1.4%SOJEnot top 5

1.2%MS-PPnot top 5

0.9%MS-PKnot top 5

0.8%BAC-PMnot top 5

Held in common0.0%

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

FPFD vs JEPI Returns, Every Period

FidelityFPFD

+0.9%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

FPFDJEPIFaded: behind in that period

0–4JEPI wins

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

FPFD vs JEPI

YTD

FidelityFPFD

−1.4%

JEPIJ.P. Morgan

+8.8%

−1.4%Year to date+8.8%

−4.8%Worst drop · 1Y−6.7%

3.3%Volatility · 1Y8.1%

5.7%Yield7.8%

$75.9MAssets$46.1B

2–2level

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

Cost, Income and Risk

Fees: FPFD, JEPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

FPFD0.59%$59

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

Yields: FPFD, JEPI, VIG

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

FPFD5.74%$574

VIG1.44%$144

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

FPFD$574 − $59 = $515

VIG$144 − $4 = $140

KeptFee

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

Overlap: FPFD, JEPI, VIG

Today

30.7%most shared, JEPI and VIG

FPFDJEPIVIG

FPFD—0.0%0.0%

JEPI0.0%—30.7%

VIG0.0%30.7%—

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

Return vs Bumpiness: 3 ETFs

+18.9%VIG, at 10.2% volatility

FPFDWorst drop−4.8%3.3% vol

JEPIWorst drop−6.7%8.1% vol

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

JEPIVIG

+8.8%Year to date+16.4%

7.8%Yield1.4%

+11.9%Past year+18.9%

0.35%Fee0.04%

3–1VIG 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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026