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$15,014FSTA · 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%2.04%+19.7%+21.8%+14.1%+8.5%−9.4%15.3%$1.5B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.7

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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

FSTA

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 5.7% in common

FSTAMeasureJEPQ

+19.7%Year to dateJan 1 → Nov 6+3.2%

+21.8%1 yearTotal return+4.5%

+14.1%3 years · per year$10,000 became $14,837 · $16,202+17.4%

+8.5%5 years · per year$10,000 became $15,014 · […][…]

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

2.04%Trailing 12-mo yield$204 · $1,279 a year on $10k12.79%

−9.4%Worst dropSmaller is better−11.5%

15.3%VolatilityLower is calmer16.7%

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

5–2FSTA 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 JEPQ: Top 5 Holdings

Today

FSTA

50.5%in top 5

JEPQ

in top 528.9%

FSTAStockJEPQ

14.6%WMTnot top 5

12.2%COSTnot top 5

9.9%PGnot top 5

9.4%KOnot top 5

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

4.5%PEPnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common5.7%

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

FSTA vs JEPQ Returns, Every Period

FidelityFSTA

+21.8%

past year

JEPQJ.P. Morgan

+4.5%

past year

FSTAJEPQFaded: behind in that period

2–1FSTA wins

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

Sector vs Income: FSTA vs JEPQ

YTD

FidelityFSTA

+19.7%

JEPQJ.P. Morgan

+3.2%

+19.7%Year to date+3.2%

−9.4%Worst drop · 1Y−11.5%

15.3%Volatility · 1Y16.7%

2.0%Yield12.8%

$1.5BAssets$42.6B

3–1FSTA wins

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

Yields: FSTA, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

FSTA2.04%$204

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

FSTA$204 − $8 = $196

KeptFee

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

Overlap: FSTA, JEPQ

Today

5.7%most shared, FSTA and JEPQ

FSTAJEPQ

FSTA—5.7%

JEPQ5.7%—

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

FSTAWorst drop−9.4%15.3% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQFSTA

+3.2%Year to date+19.7%

12.8%Yield2.0%

+4.5%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