Compare · 3 funds side by side · dividends reinvested

FREL, JEPQ and JEPI

FRELFidelity×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,510JEPI · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

FREL, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B1.6

Fidelity MSCI Real Estate Index ETFSectors · Real estate0.08%3.32%+11.8%+9.4%+12.5%+1.3%−11.6%14.2%$1.4B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B2.1

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

End-of-day Nov 12, 2026 · returns include dividends · since: FREL 2015 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity MSCI Real Estate Index ETF · $1.4B$10,675

FREL

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

FREL

More Ways to See the Pairs

FREL vs JEPQ: Top 5 Holdings

Today

FREL

32.3%in top 5

JEPQ

in top 527.3%

FRELStockJEPQ

9.8%WELLnot top 5

not top 5AAPL7.2%

7.2%PLDnot top 5

not top 5NVDA5.9%

5.6%EQIXnot top 5

Cost, Income and Risk

Fees: FREL, JEPQ, JEPI

Today

0.08%lowest, FREL

FundExpense ratioFee$10k

FREL0.08%$8

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

JEPQ

+11.8%Year to dateJan 1 → Nov 12+7.8%

+9.4%1 yearTotal return+8.8%

+12.5%3 years · per year$10,000 became $14,257 · $16,406+17.9%

+1.3%5 years · per year$10,000 became $10,675 · […][…]

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

3.32%Trailing 12-mo yield$332 · $1,224 a year on $10k12.24%

−11.6%Worst dropSmaller is better−11.5%

14.2%VolatilityLower is calmer16.9%

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

4–3FREL wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT5.6%

4.8%AMTnot top 5

4.8%SPGnot top 5

not top 5GOOG4.3%

not top 5AMZN4.2%

Held in common0.2%

End-of-day Nov 12, 2026 · share of each fund

FREL vs JEPQ Returns, Every Period

1Y

FidelityFREL

+9.4%

past year

JEPQJ.P. Morgan

+8.8%

past year

FRELJEPQFaded: behind in that period

2–1FREL wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Sector vs Income: FREL vs JEPQ

YTD

FidelityFREL

+11.8%

JEPQJ.P. Morgan

+7.8%

+11.8%Year to date+7.8%

−11.6%Worst drop · 1Y−11.5%

14.2%Volatility · 1Y16.9%

3.3%Yield12.2%

$1.4BAssets$42.6B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: FREL, JEPQ, JEPI

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

JEPI7.86%$786

FREL3.32%$332

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

JEPI$786 − $35 = $751

FREL$332 − $8 = $324

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FREL, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

FRELJEPQJEPI

FREL—0.2%1.8%

JEPQ0.2%—28.4%

JEPI1.8%28.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.1%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

FRELWorst drop−11.6%14.2% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFREL

+7.8%Year to date+11.8%

12.2%Yield3.3%

+8.8%Past year+9.4%

0.35%Fee0.08%

3–1FREL wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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FREL, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: FREL, JEPQ, JEPI