Compare · 2 funds side by side · dividends reinvested

FPRO and JEPI

FPROFidelity×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,448JEPI · best of the two

02 / 04

FPRO and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.4

Fidelity Real Estate Investment ETFSectors · Real estate0.57%2.40%+14.7%+15.4%+12.9%+2.4%−11.0%14.1%$15M1.6

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

End-of-day Nov 9, 2026 · returns include dividends · since: FPRO 2021 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Real Estate Investment ETF · $15M$11,238

FPRO

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

FPROMeasureJEPI

+14.7%Year to dateJan 1 → Nov 9+7.5%

+15.4%1 yearTotal return+10.9%

+12.9%3 years · per year$10,000 became $14,388 · $13,679+11.0%

+2.4%5 years · per year$10,000 became $11,238 · $14,448+7.6%

0.57%Expense ratio$57 · $35 a year on $10k · lower is better0.35%

2.40%Trailing 12-mo yield$240 · $793 a year on $10k7.93%

−11.0%Worst dropSmaller is better−6.7%

14.1%VolatilityLower is calmer9.0%

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

3–5JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FPRO vs JEPI: Top 5 Holdings

Today

FPRO

43.6%in top 5

JEPI

in top 59.9%

FPROStockJEPI

10.5%EQIXnot top 5

10.4%PLDnot top 5

9.5%AMTnot top 5

8.6%WELLnot top 5

4.5%SPGnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common1.9%

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

FPRO vs JEPI Returns, Every Period

FidelityFPRO

+2.4%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

FPROJEPIFaded: behind in that period

3–1FPRO wins

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

Sector vs Income: FPRO vs JEPI

YTD

FidelityFPRO

+14.7%

JEPIJ.P. Morgan

+7.5%

+14.7%Year to date+7.5%

−11.0%Worst drop · 1Y−6.7%

14.1%Volatility · 1Y9.0%

2.4%Yield7.9%

$14.5MAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FPRO, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FPRO0.57%$57

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

Yields: FPRO, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

FPRO2.40%$240

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

FPRO$240 − $57 = $183

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FPRO, JEPI

Today

1.9%most shared, FPRO and JEPI

FPROJEPI

FPRO—1.9%

JEPI1.9%—

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

Return vs Bumpiness: 2 ETFs

+15.4%FPRO, at 14.1% volatility

JEPIWorst drop−6.7%9.0% vol

FPROWorst drop−11.0%14.1% vol

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

Paid More vs Made More

YTD

JEPIFPRO

+7.5%Year to date+14.7%

7.9%Yield2.4%

+10.9%Past year+15.4%

0.35%Fee0.57%

2–2level

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