Compare · 2 funds side by side · dividends reinvested

FSTA and JEPQ

FSTAFidelity×JEPQJ.P. Morgan×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,841FSTA · best of the two

Story of the two · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the two · RiskSmallest drop

FSTA and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.01%+21.4%+22.3%+14.1%+8.2%−9.4%15.3%$1.5B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B1.7

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

End-of-day Nov 13, 2026 · returns include dividends · since: FSTA 2013 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.5B[…]

JEPQ

FSTA

Fidelity MSCI Consumer Staples Index ETF · $1.5B$14,841

$10,000 five years ago, dividends reinvested · they hold 5.4% in common

JEPQMeasureFSTA

+6.7%

More Ways to See the Pairs

JEPQ vs FSTA: Top 5 Holdings

Today

JEPQ

27.3%in top 5

FSTA

in top 550.6%

JEPQStockFSTA

not top 5WMT14.3%

not top 5COST12.4%

not top 5PG9.9%

not top 5KO9.5%

7.2%AAPLnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: FSTA, JEPQ

1Y

12.37%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+21.4%

+7.6%1 yearTotal return+22.3%

+17.4%3 years · per year$10,000 became $16,188 · $14,845+14.1%

[…]5 years · per year$10,000 became […] · $14,841+8.2%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

12.37%Trailing 12-mo yield$1,237 · $201 a year on $10k2.01%

−11.5%Worst dropSmaller is better−9.4%

17.0%VolatilityLower is calmer15.3%

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

2–5FSTA wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.9%NVDAnot top 5

5.6%MSFTnot top 5

not top 5PEP4.5%

4.3%GOOGnot top 5

4.2%AMZNnot top 5

Held in common5.4%

End-of-day Nov 13, 2026 · share of each fund

JEPQ vs FSTA Returns, Every Period

1Y

J.P. MorganJEPQ

+7.6%

past year

FSTAFidelity

+22.3%

past year

JEPQFSTAFaded: behind in that period

1–2FSTA wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Sector: JEPQ vs FSTA

YTD

J.P. MorganJEPQ

+6.7%

FSTAFidelity

+21.4%

+6.7%Year to date+21.4%

−11.5%Worst drop · 1Y−9.4%

17.0%Volatility · 1Y15.3%

12.4%Yield2.0%

$42.5BAssets$1.5B

3–1FSTA wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPQ12.37%$1,237

FSTA2.01%$201

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

FSTA$201 − $8 = $193

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FSTA, JEPQ

Today

5.4%most shared, FSTA and JEPQ

FSTAJEPQ

FSTA—5.4%

JEPQ5.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+22.3%FSTA, at 15.3% volatility

FSTAWorst drop−9.4%15.3% vol

JEPQWorst drop−11.5%17.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFSTA

+6.7%Year to date+21.4%

12.4%Yield2.0%

+7.6%Past year+22.3%

0.35%Fee0.08%

3–1FSTA wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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FSTA and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two