Compare · 2 funds side by side · dividends reinvested

FSMB and JEPQ

FSMBFirst Trust×JEPQJ.P. Morgan×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,796FSMB · best of the two

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

Story of the two · RiskSmallest drop

FSMB and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B1.4

First Trust Short Duration Managed Municipal ETFBonds & Cash · Municipal0.34%3.21%+1.4%+1.8%+3.6%+1.5%−2.4%1.8%$672M1.5

Rank among the two1st → 2ndFee, 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: FSMB 2018 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Short Duration Managed Municipal ETF · $672M$10,796

FSMB

JEPQ

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

$10,000 five years ago, dividends reinvested

FSMBMeasureJEPQ

+1.4%

More Ways to See the Pairs

FSMB vs JEPQ: Top 5 Holdings

Today

FSMB

[…]in top 5

JEPQ

in top 527.3%

FSMBStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Cost, Income and Risk

Fees: FSMB, JEPQ

Today

0.34%lowest, FSMB

FundExpense ratioFee$10k

FSMB0.34%$34

JEPQ0.35%$35

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

Yields: FSMB, JEPQ

1Y

12.24%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+7.8%

+1.8%1 yearTotal return+8.8%

+3.6%3 years · per year$10,000 became $11,105 · $16,406+17.9%

+1.5%5 years · per year$10,000 became $10,796 · […][…]

0.34%Expense ratio$34 · $35 a year on $10k · lower is better0.35%

3.21%Trailing 12-mo yield$321 · $1,224 a year on $10k12.24%

−2.4%Worst dropSmaller is better−11.5%

1.8%VolatilityLower is calmer16.9%

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

3–4JEPQ wins

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

Held in common[…]

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

FSMB vs JEPQ Returns, Every Period

1Y

First TrustFSMB

+1.8%

past year

JEPQJ.P. Morgan

+8.8%

past year

FSMBJEPQFaded: behind in that period

0–3JEPQ wins

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

Bonds vs Income: FSMB vs JEPQ

YTD

First TrustFSMB

+1.4%

JEPQJ.P. Morgan

+7.8%

+1.4%Year to date+7.8%

−2.4%Worst drop · 1Y−11.5%

1.8%Volatility · 1Y16.9%

3.2%Yield12.2%

$672MAssets$42.6B

2–2level

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

Yield

$10k

JEPQ12.24%$1,224

FSMB3.21%$321

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

FSMB$321 − $34 = $287

KeptFee

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

Overlap: FSMB, JEPQ

Today

[…]holdings […]

FSMBJEPQ

FSMB—[…]

JEPQ[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+8.8%JEPQ, at 16.9% volatility

FSMBWorst drop−2.4%1.8% 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

JEPQFSMB

+7.8%Year to date+1.4%

12.2%Yield3.2%

+8.8%Past year+1.8%

0.35%Fee0.34%

3–1JEPQ wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD 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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FSMB and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two