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$10,177FSEC · 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%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.3

FIDELITY INVESTMENT GRADE SECURITIZED ETFBonds & Cash · Mortgage0.36%4.57%−0.3%+0.4%+6.6%+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 3, 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$10,177

FSEC

JEPQ

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

$10,000 five years ago, dividends reinvested

FSECMeasureJEPQ

−0.3%Year to dateJan 1 → Nov 3+7.5%

+0.4%1 yearTotal return+8.6%

+6.6%3 years · per year$10,000 became $12,100 · $17,450+20.4%

+0.4%5 years · per year$10,000 became $10,177 · […][…]

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

4.57%Trailing 12-mo yield$457 · $1,228 a year on $10k12.28%

−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 3, 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 527.5%

FSECStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

Held in common[…]

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

FSEC vs JEPQ Returns, Every Period

FidelityFSEC

+0.4%

past year

JEPQJ.P. Morgan

+8.6%

past year

FSECJEPQFaded: behind in that period

0–3JEPQ wins

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

Bonds vs Income: FSEC vs JEPQ

YTD

FidelityFSEC

−0.3%

JEPQJ.P. Morgan

+7.5%

−0.3%Year to date+7.5%

−5.0%Worst drop · 1Y−8.8%

4.6%Volatility · 1Y15.5%

4.6%Yield12.3%

$4.5BAssets$41.8B

2–2level

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

Yields: FSEC, JEPQ

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

FSEC4.57%$457

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

FSEC$457 − $36 = $421

KeptFee

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

Overlap: FSEC, JEPQ

Today

[…]holdings […]

FSECJEPQ

FSEC—[…]

JEPQ[…]—

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

Return vs Bumpiness: 2 ETFs

+8.6%JEPQ, at 15.5% volatility

FSECWorst drop−5.0%4.6% 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

JEPQFSEC

+7.5%Year to date−0.3%

12.3%Yield4.6%

+8.6%Past year+0.4%

0.35%Fee0.36%

4–0JEPQ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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