Compare · 2 funds side by side · dividends reinvested

FQAL and JEPI

FQALFidelity×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,195FQAL · best of the two

02 / 04

FQAL and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Quality Factor ETFUS Stock Styles · Factor0.15%1.14%+13.1%+14.0%+22.4%+11.5%−8.4%11.5%$1.4B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FQAL 2016 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Quality Factor ETF · $1.4B$17,195

FQAL

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 34.3% in common

FQALMeasureJEPI

+13.1%Year to dateJan 1 → Nov 4+8.8%

+14.0%1 yearTotal return+11.9%

+22.4%3 years · per year$10,000 became $18,343 · $14,269+12.6%

+11.5%5 years · per year$10,000 became $17,195 · $14,635+7.9%

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

1.14%Trailing 12-mo yield$114 · $783 a year on $10k7.83%

−8.4%Worst dropSmaller is better−6.7%

11.5%VolatilityLower is calmer8.1%

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

5–3FQAL wins

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

More Ways to See the Pairs

FQAL vs JEPI: Top 5 Holdings

Today

FQAL

28.5%in top 5

JEPI

in top 59.5%

FQALStockJEPI

7.7%NVDAnot top 5

7.6%AAPL1.9%

6.2%MSFT1.9%

4.3%GOOGLnot top 5

2.8%AVGOnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common34.3%

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

FQAL vs JEPI Returns, Every Period

FidelityFQAL

+11.5%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

FQALJEPIFaded: behind in that period

4–0FQAL wins

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

Stocks vs Income: FQAL vs JEPI

YTD

FidelityFQAL

+13.1%

JEPIJ.P. Morgan

+8.8%

+13.1%Year to date+8.8%

−8.4%Worst drop · 1Y−6.7%

11.5%Volatility · 1Y8.1%

1.1%Yield7.8%

$1.4BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: FQAL, JEPI

Today

0.15%lowest, FQAL

FundExpense ratioFee$10k

FQAL0.15%$15

JEPI0.35%$35

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

Yields: FQAL, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

FQAL1.14%$114

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

FQAL$114 − $15 = $99

KeptFee

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

Overlap: FQAL, JEPI

Today

34.3%most shared, FQAL and JEPI

FQALJEPI

FQAL—34.3%

JEPI34.3%—

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

Return vs Bumpiness: 2 ETFs

+14.0%FQAL, at 11.5% volatility

JEPIWorst drop−6.7%8.1% vol

FQALWorst drop−8.4%11.5% vol

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

Paid More vs Made More

YTD

JEPIFQAL

+8.8%Year to date+13.1%

7.8%Yield1.1%

+11.9%Past year+14.0%

0.35%Fee0.15%

3–1FQAL wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026