Compare · 2 funds side by side · dividends reinvested

FSGS and JEPI

FSGSFirst Trust×JEPIJ.P. Morgan×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,519JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the two · RiskSmallest drop

FSGS and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.0B1.3

First Trust SMID Growth Strength ETFUS Stock Styles · Growth0.60%0.03%+8.6%+7.3%+11.1%+3.0%−11.3%15.4%$28M1.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: FSGS 2017 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $47.0B$14,519

JEPI

FSGS

First Trust SMID Growth Strength ETF · $28M$11,589

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JEPIMeasureFSGS

+8.2%

More Ways to See the Pairs

JEPI vs FSGS: Top 5 Holdings

Today

JEPI

9.7%in top 5

FSGS

in top 56.0%

JEPIStockFSGS

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%MSFTnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Cost, Income and Risk

Fees: FSGS, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FSGS0.60%$60

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FSGS, JEPI

1Y

7.87%highest, JEPI

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+8.6%

+9.6%1 yearTotal return+7.3%

+11.1%3 years · per year$10,000 became $13,696 · $13,717+11.1%

+7.7%5 years · per year$10,000 became $14,519 · $11,589+3.0%

0.35%Expense ratio$35 · $60 a year on $10k · lower is better0.60%

7.87%Trailing 12-mo yield$787 · $3 a year on $10k0.03%

−6.7%Worst dropSmaller is better−11.3%

9.0%VolatilityLower is calmer15.4%

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

6–1JEPI wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5YOU1.3%

not top 5NBIX1.2%

not top 5JLL1.2%

not top 5MORN1.2%

not top 5FLS1.2%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

JEPI vs FSGS Returns, Every Period

5Y

J.P. MorganJEPI

+7.7%

5 years, per year

FSGSFirst Trust

+3.0%

5 years, per year

JEPIFSGSFaded: behind in that period

2–1JEPI wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPI vs FSGS

YTD

J.P. MorganJEPI

+8.2%

FSGSFirst Trust

+8.6%

+8.2%Year to date+8.6%

−6.7%Worst drop · 1Y−11.3%

9.0%Volatility · 1Y15.4%

7.9%Yield0.0%

$47.0BAssets$28.1M

3–1JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPI7.87%$787

FSGS0.03%$3

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

FSGS$3 − $60 = −$57

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FSGS, JEPI

Today

0.0%most shared, FSGS and JEPI

FSGSJEPI

FSGS—0.0%

JEPI0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+9.6%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

FSGSWorst drop−11.3%15.4% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIFSGS

+8.2%Year to date+8.6%

7.9%Yield0.0%

+9.6%Past year+7.3%

0.35%Fee0.60%

3–1JEPI wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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FSGS and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two