Compare · 3 funds side by side · dividends reinvested

FSMD, JEPQ and JEPI

FSMDFidelity×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,041FSMD · best of the three

02 / 04

FSMD, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.33%+12.2%+14.6%+18.1%+8.5%−8.5%15.6%$2.5B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: FSMD 2019 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Small-Mid Multifactor ETF · $2.5B$15,041

FSMD

JEPQ

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

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

FSMDMeasureJEPQ

+12.2%Year to dateJan 1 → Nov 6+3.2%

+14.6%1 yearTotal return+4.5%

+18.1%3 years · per year$10,000 became $16,462 · $16,202+17.4%

+8.5%5 years · per year$10,000 became $15,041 · […][…]

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

1.33%Trailing 12-mo yield$133 · $1,279 a year on $10k12.79%

−8.5%Worst dropSmaller is better−11.5%

15.6%VolatilityLower is calmer16.7%

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

6–1FSMD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSMD vs JEPQ: Top 5 Holdings

Today

FSMD

2.1%in top 5

JEPQ

in top 528.9%

FSMDStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

0.5%Pnot top 5

0.5%THCnot top 5

0.4%GHnot top 5

0.4%INCYnot top 5

0.4%Lnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

FSMD vs JEPQ Returns, Every Period

FidelityFSMD

+14.6%

past year

JEPQJ.P. Morgan

+4.5%

past year

FSMDJEPQFaded: behind in that period

3–0FSMD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FSMD vs JEPQ

YTD

FidelityFSMD

+12.2%

JEPQJ.P. Morgan

+3.2%

+12.2%Year to date+3.2%

−8.5%Worst drop · 1Y−11.5%

15.6%Volatility · 1Y16.7%

1.3%Yield12.8%

$2.5BAssets$42.6B

3–1FSMD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSMD, JEPQ, JEPI

Today

0.15%lowest, FSMD

FundExpense ratioFee$10k

FSMD0.15%$15

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FSMD, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

FSMD1.33%$133

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

FSMD$133 − $15 = $118

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FSMD, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

FSMDJEPQJEPI

FSMD—0.0%0.0%

JEPQ0.0%—26.8%

JEPI0.0%26.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.6%FSMD, at 15.6% volatility

JEPIWorst drop−6.7%8.8% vol

FSMDWorst drop−8.5%15.6% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFSMD

+3.2%Year to date+12.2%

12.8%Yield1.3%

+4.5%Past year+14.6%

0.35%Fee0.15%

3–1FSMD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026