Compare · 3 funds side by side · dividends reinvested

FSML, JEPI and VUG

FSMLFranklin Templeton×JEPIJ.P. Morgan×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

FSML, JEPI and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.9

Franklin Small Cap Enhanced ETFUS Stock Styles · Small cap0.45%0.52%+14.8%[…][…][…][…][…]$145M2.0

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: FSML 2025 · JEPI 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Franklin Small Cap Enhanced ETF · $145M[…]

FSML

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

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

FSMLMeasureJEPI

+14.8%Year to dateJan 1 → Nov 6+5.3%

[…]1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.45%Expense ratio$45 · $35 a year on $10k · lower is better0.35%

0.52%Trailing 12-mo yield$52 · $809 a year on $10k8.09%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer8.8%

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

1–2JEPI wins

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

More Ways to See the Pairs

FSML vs JEPI: Top 5 Holdings

Today

FSML

7.2%in top 5

JEPI

in top 59.9%

FSMLStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

1.6%BOXnot top 5

1.4%HNGEnot top 5

1.4%EXPOnot top 5

1.4%VLYnot top 5

1.3%JXNnot top 5

Held in common0.0%

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

FSML vs JEPI Returns, Every Period

Franklin TempletonFSML

[…]

past year

JEPIJ.P. Morgan

+8.2%

past year

FSMLJEPIFaded: behind in that period

1–0FSML wins

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

Stocks vs Income: FSML vs JEPI

YTD

Franklin TempletonFSML

+14.8%

JEPIJ.P. Morgan

+5.3%

+14.8%Year to date+5.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.8%

0.5%Yield8.1%

$145MAssets$46.8B

1–1level

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

Cost, Income and Risk

Fees: FSML, JEPI, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

JEPI0.35%$35

FSML0.45%$45

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

Yields: FSML, JEPI, VUG

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

FSML0.52%$52

VUG0.42%$42

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VUG$42 − $3 = $39

FSML$52 − $45 = $7

KeptFee

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

Overlap: FSML, JEPI, VUG

Today

26.6%most shared, JEPI and VUG

FSMLJEPIVUG

FSML—0.0%0.0%

JEPI0.0%—26.6%

VUG0.0%26.6%—

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

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

VUGWorst drop−15.1%19.0% vol

FSMLWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPIFSML

+5.3%Year to date+14.8%

8.1%Yield0.5%

+8.2%Past year[…]

0.35%Fee0.45%

2–1JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

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