Compare · 2 funds side by side · dividends reinvested

FSEC and JEPQ

FSECFidelity×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,207FSEC · best of the two

02 / 04

FSEC and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.3

FIDELITY INVESTMENT GRADE SECURITIZED ETFBonds & Cash · Mortgage0.36%4.55%+0.1%+1.0%+6.9%+0.4%−5.0%4.6%$4.5B1.6

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: FSEC 2021 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

FIDELITY INVESTMENT GRADE SECURITIZED ETF · $4.5B$10,207

FSEC

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested

FSECMeasureJEPQ

+0.1%Year to dateJan 1 → Nov 4+8.5%

+1.0%1 yearTotal return+9.3%

+6.9%3 years · per year$10,000 became $12,199 · $17,406+20.3%

+0.4%5 years · per year$10,000 became $10,207 · […][…]

0.36%Expense ratio$36 · $35 a year on $10k · lower is better0.35%

4.55%Trailing 12-mo yield$455 · $1,217 a year on $10k12.17%

−5.0%Worst dropSmaller is better−8.8%

4.6%VolatilityLower is calmer15.5%

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

2–5JEPQ wins

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

More Ways to See the Pairs

FSEC vs JEPQ: Top 5 Holdings

Today

FSEC

[…]in top 5

JEPQ

in top 527.9%

FSECStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

Held in common[…]

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

FSEC vs JEPQ Returns, Every Period

FidelityFSEC

+1.0%

past year

JEPQJ.P. Morgan

+9.3%

past year

FSECJEPQFaded: behind in that period

0–3JEPQ wins

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

Bonds vs Income: FSEC vs JEPQ

YTD

FidelityFSEC

+0.1%

JEPQJ.P. Morgan

+8.5%

+0.1%Year to date+8.5%

−5.0%Worst drop · 1Y−8.8%

4.6%Volatility · 1Y15.5%

4.6%Yield12.2%

$4.5BAssets$42.1B

2–2level

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

Cost, Income and Risk

Fees: FSEC, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

FSEC0.36%$36

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

Yields: FSEC, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

FSEC4.55%$455

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

FSEC$455 − $36 = $419

KeptFee

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

Overlap: FSEC, JEPQ

Today

[…]holdings […]

FSECJEPQ

FSEC—[…]

JEPQ[…]—

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

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

FSECWorst drop−5.0%4.6% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQFSEC

+8.5%Year to date+0.1%

12.2%Yield4.6%

+9.3%Past year+1.0%

0.35%Fee0.36%

4–0JEPQ 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%

$42.1BAssets$46.1B

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%

$123BAssets$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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026