Compare · 3 funds side by side · dividends reinvested

FSMD, JEPQ and VUG

FSMDFidelity×JEPQJ.P. Morgan×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,557VUG · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

FSMD, JEPQ and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Small-Mid Multifactor ETFUS Stock Styles · Factor0.15%1.28%+16.1%+17.9%+18.2%+8.5%−8.5%15.8%$2.5B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B2.1

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: FSMD 2019 · JEPQ 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Small-Mid Multifactor ETF · $2.5B$15,058

FSMD

JEPQ

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

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

FSMD

More Ways to See the Pairs

FSMD vs JEPQ: Top 5 Holdings

Today

FSMD

2.1%in top 5

JEPQ

in top 527.6%

FSMDStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.9%

not top 5AMZN4.4%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: FSMD, JEPQ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

FSMD0.15%$15

JEPQ0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FSMD, JEPQ, VUG

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

JEPQ

+16.1%Year to dateJan 1 → Nov 11+8.1%

+17.9%1 yearTotal return+9.0%

+18.2%3 years · per year$10,000 became $16,526 · $16,525+18.2%

+8.5%5 years · per year$10,000 became $15,058 · […][…]

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

1.28%Trailing 12-mo yield$128 · $1,220 a year on $10k12.20%

−8.5%Worst dropSmaller is better−11.5%

15.8%VolatilityLower is calmer16.9%

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

5–1FSMD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.6%Pnot top 5

0.5%THCnot top 5

0.4%GHnot top 5

0.4%RGAnot top 5

0.4%INCYnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

FSMD vs JEPQ Returns, Every Period

1Y

FidelityFSMD

+17.9%

past year

JEPQJ.P. Morgan

+9.0%

past year

FSMDJEPQFaded: behind in that period

2–0FSMD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FSMD vs JEPQ

YTD

FidelityFSMD

+16.1%

JEPQJ.P. Morgan

+8.1%

+16.1%Year to date+8.1%

−8.5%Worst drop · 1Y−11.5%

15.8%Volatility · 1Y16.9%

1.3%Yield12.2%

$2.5BAssets$41.8B

3–1FSMD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

FSMD1.28%$128

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

FSMD$128 − $15 = $113

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FSMD, JEPQ, VUG

Today

51.2%most shared, JEPQ and VUG

FSMDJEPQVUG

FSMD—0.0%0.1%

JEPQ0.0%—51.2%

VUG0.1%51.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.9%FSMD, at 15.8% volatility

FSMDWorst drop−8.5%15.8% vol

JEPQWorst drop−11.5%16.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFSMD

+8.1%Year to date+16.1%

12.2%Yield1.3%

+9.0%Past year+17.9%

0.35%Fee0.15%

3–1FSMD wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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FSMD, JEPQ and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three