Compare · 2 funds side by side · dividends reinvested

FSTA and JEPQ

FSTAFidelity×JEPQJ.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 JEPQ, 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 Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FSTA 2013 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

FSTA

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 5.3% in common

FSTAMeasureJEPQ

+20.5%Year to dateJan 1 → Nov 4+8.5%

+23.2%1 yearTotal return+9.3%

+14.4%3 years · per year$10,000 became $14,985 · $17,406+20.3%

+8.7%5 years · per year$10,000 became $15,199 · […][…]

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

2.02%Trailing 12-mo yield$202 · $1,217 a year on $10k12.17%

−9.4%Worst dropSmaller is better−8.8%

15.3%VolatilityLower is calmer15.5%

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

4–3FSTA 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 JEPQ: Top 5 Holdings

Today

FSTA

50.2%in top 5

JEPQ

in top 527.9%

FSTAStockJEPQ

14.6%WMTnot top 5

11.9%COSTnot top 5

9.8%PGnot top 5

9.5%KOnot top 5

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

4.4%PMnot top 5

not top 5MU4.2%

not top 5GOOG4.1%

Held in common5.3%

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

FSTA vs JEPQ Returns, Every Period

FidelityFSTA

+23.2%

past year

JEPQJ.P. Morgan

+9.3%

past year

FSTAJEPQFaded: behind in that period

2–1FSTA wins

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

Sector vs Income: FSTA vs JEPQ

YTD

FidelityFSTA

+20.5%

JEPQJ.P. Morgan

+8.5%

+20.5%Year to date+8.5%

−9.4%Worst drop · 1Y−8.8%

15.3%Volatility · 1Y15.5%

2.0%Yield12.2%

$1.4BAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: FSTA, JEPQ

Today

0.08%lowest, FSTA

FundExpense ratioFee$10k

FSTA0.08%$8

JEPQ0.35%$35

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

Yields: FSTA, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

FSTA2.02%$202

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

FSTA$202 − $8 = $194

KeptFee

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

Overlap: FSTA, JEPQ

Today

5.3%most shared, FSTA and JEPQ

FSTAJEPQ

FSTA—5.3%

JEPQ5.3%—

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

FSTAWorst drop−9.4%15.3% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQFSTA

+8.5%Year to date+20.5%

12.2%Yield2.0%

+9.3%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