Compare · 3 funds side by side · dividends reinvested

FSTA, JEPI and VIG

FSTAFidelity×JEPIJ.P. Morgan×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

FSTA, JEPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.8

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.7%+21.8%+14.1%+8.5%−9.4%15.3%$1.5B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: FSTA 2013 · JEPI 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Staples Index ETF · $1.5B$15,014

FSTA

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

FSTAMeasureJEPI

+19.7%Year to dateJan 1 → Nov 5+5.2%

+21.8%1 yearTotal return+8.3%

+14.1%3 years · per year$10,000 became $14,837 · $13,674+11.0%

+8.5%5 years · per year$10,000 became $15,014 · $14,108+7.1%

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

2.04%Trailing 12-mo yield$204 · $809 a year on $10k8.09%

−9.4%Worst dropSmaller is better−6.7%

15.3%VolatilityLower is calmer8.8%

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

5–3FSTA wins

End-of-day Nov 5, 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 59.9%

FSTAStockJEPI

14.7%WMTnot top 5

11.9%COSTnot top 5

9.8%PGnot top 5

9.3%KOnot top 5

4.4%PEPnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common8.8%

End-of-day Nov 5, 2026 · share of each fund

FSTA vs JEPI Returns, Every Period

FidelityFSTA

+8.5%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

FSTAJEPIFaded: behind in that period

4–0FSTA wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: FSTA vs JEPI

YTD

FidelityFSTA

+19.7%

JEPIJ.P. Morgan

+5.2%

+19.7%Year to date+5.2%

−9.4%Worst drop · 1Y−6.7%

15.3%Volatility · 1Y8.8%

2.0%Yield8.1%

$1.5BAssets$46.8B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSTA, JEPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FSTA0.08%$8

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FSTA, JEPI, VIG

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

FSTA2.04%$204

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

FSTA$204 − $8 = $196

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FSTA, JEPI, VIG

Today

30.9%most shared, JEPI and VIG

FSTAJEPIVIG

FSTA—8.8%9.1%

JEPI8.8%—30.9%

VIG9.1%30.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.8%FSTA, at 15.3% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

FSTAWorst drop−9.4%15.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIFSTA

+5.2%Year to date+19.7%

8.1%Yield2.0%

+8.3%Past year+21.8%

0.35%Fee0.08%

3–1FSTA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026