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$15,014FSTA · 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%2.04%+19.7%+21.8%+14.1%+8.5%−9.4%15.3%$1.5B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.6

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

End-of-day Nov 6, 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 · $1.5B$15,014

FSTA

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 9.0% in common

FSTAMeasureJEPI

+19.7%Year to dateJan 1 → Nov 6+5.3%

+21.8%1 yearTotal return+8.2%

+14.1%3 years · per year$10,000 became $14,837 · $13,562+10.7%

+8.5%5 years · per year$10,000 became $15,014 · $14,118+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 6, 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

50.5%in top 5

JEPI

in top 59.9%

FSTAStockJEPI

14.6%WMTnot top 5

12.2%COSTnot top 5

9.9%PGnot top 5

9.4%KOnot top 5

4.5%PEPnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common9.0%

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

Sector vs Income: FSTA vs JEPI

YTD

FidelityFSTA

+19.7%

JEPIJ.P. Morgan

+5.3%

+19.7%Year to date+5.3%

−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 6, 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 6, 2026 · fee on $10,000 a year

Yields: FSTA, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

FSTA2.04%$204

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

FSTA$204 − $8 = $196

KeptFee

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

Overlap: FSTA, JEPI

Today

9.0%most shared, FSTA and JEPI

FSTAJEPI

FSTA—9.0%

JEPI9.0%—

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

Return vs Bumpiness: 2 ETFs

+21.8%FSTA, at 15.3% volatility

JEPIWorst drop−6.7%8.8% vol

FSTAWorst drop−9.4%15.3% vol

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

Paid More vs Made More

YTD

JEPIFSTA

+5.3%Year to date+19.7%

8.1%Yield2.0%

+8.2%Past year+21.8%

0.35%Fee0.08%

3–1FSTA wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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