Compare · 3 funds side by side · dividends reinvested

FQAL, JEPQ and JEPI

FQALFidelity×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,819FQAL · best of the three

02 / 04

FQAL, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Quality Factor ETFUS Stock Styles · Factor0.15%1.16%+11.3%+12.1%+22.3%+11.0%−8.4%11.4%$1.4B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FQAL 2016 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Quality Factor ETF · $1.4B$16,819

FQAL

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 37.0% in common

FQALMeasureJEPQ

+11.3%Year to dateJan 1 → Nov 3+7.5%

+12.1%1 yearTotal return+8.6%

+22.3%3 years · per year$10,000 became $18,283 · $17,450+20.4%

+11.0%5 years · per year$10,000 became $16,819 · […][…]

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

1.16%Trailing 12-mo yield$116 · $1,228 a year on $10k12.28%

−8.4%Worst dropSmaller is better−8.8%

11.4%VolatilityLower is calmer15.5%

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

6–1FQAL wins

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

More Ways to See the Pairs

FQAL vs JEPQ: Top 5 Holdings

Today

FQAL

28.3%in top 5

JEPQ

in top 527.5%

FQALStockJEPQ

7.8%AAPL6.9%

7.5%NVDA6.9%

6.0%MSFT5.5%

4.3%GOOGLnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

2.7%AVGOnot top 5

Held in common37.0%

End-of-day Nov 3, 2026 · share of each fund

FQAL vs JEPQ Returns, Every Period

FidelityFQAL

+12.1%

past year

JEPQJ.P. Morgan

+8.6%

past year

FQALJEPQFaded: behind in that period

3–0FQAL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FQAL vs JEPQ

YTD

FidelityFQAL

+11.3%

JEPQJ.P. Morgan

+7.5%

+11.3%Year to date+7.5%

−8.4%Worst drop · 1Y−8.8%

11.4%Volatility · 1Y15.5%

1.2%Yield12.3%

$1.4BAssets$41.8B

3–1FQAL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FQAL, JEPQ, JEPI

Today

0.15%lowest, FQAL

FundExpense ratioFee$10k

FQAL0.15%$15

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FQAL, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

FQAL1.16%$116

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

FQAL$116 − $15 = $101

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FQAL, JEPQ, JEPI

Today

37.0%most shared, FQAL and JEPQ

FQALJEPQJEPI

FQAL—37.0%33.8%

JEPQ37.0%—26.6%

JEPI33.8%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.1%FQAL, at 11.4% volatility

JEPIWorst drop−6.7%7.9% vol

FQALWorst drop−8.4%11.4% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFQAL

+7.5%Year to date+11.3%

12.3%Yield1.2%

+8.6%Past year+12.1%

0.35%Fee0.15%

3–1FQAL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026