Compare · 2 funds side by side · dividends reinvested

FSTA and JEPI

FSTAFidelity×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,199FSTA · best of the two

02 / 04

FSTA and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.02%+20.5%+23.2%+14.4%+8.7%−9.4%15.3%$1.4B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FSTA 2013 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Staples Index ETF · $1.4B$15,199

FSTA

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

FSTAMeasureJEPI

+20.5%Year to dateJan 1 → Nov 4+8.8%

+23.2%1 yearTotal return+11.9%

+14.4%3 years · per year$10,000 became $14,985 · $14,269+12.6%

+8.7%5 years · per year$10,000 became $15,199 · $14,635+7.9%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

2.02%Trailing 12-mo yield$202 · $783 a year on $10k7.83%

−9.4%Worst dropSmaller is better−6.7%

15.3%VolatilityLower is calmer8.1%

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

5–3FSTA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSTA vs JEPI: Top 5 Holdings

Today

FSTA

50.2%in top 5

JEPI

in top 59.5%

FSTAStockJEPI

14.6%WMTnot top 5

11.9%COSTnot top 5

9.8%PGnot top 5

9.5%KOnot top 5

4.4%PMnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common8.7%

End-of-day Nov 4, 2026 · share of each fund

FSTA vs JEPI Returns, Every Period

FidelityFSTA

+8.7%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

FSTAJEPIFaded: behind in that period

4–0FSTA wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: FSTA vs JEPI

YTD

FidelityFSTA

+20.5%

JEPIJ.P. Morgan

+8.8%

+20.5%Year to date+8.8%

−9.4%Worst drop · 1Y−6.7%

15.3%Volatility · 1Y8.1%

2.0%Yield7.8%

$1.4BAssets$46.0B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSTA, JEPI

Today

0.08%lowest, FSTA

FundExpense ratioFee$10k

FSTA0.08%$8

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FSTA, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

FSTA2.02%$202

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

FSTA$202 − $8 = $194

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FSTA, JEPI

Today

8.7%most shared, FSTA and JEPI

FSTAJEPI

FSTA—8.7%

JEPI8.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.2%FSTA, at 15.3% volatility

JEPIWorst drop−6.7%8.1% vol

FSTAWorst drop−9.4%15.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIFSTA

+8.8%Year to date+20.5%

7.8%Yield2.0%

+11.9%Past year+23.2%

0.35%Fee0.08%

3–1FSTA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026