Compare · 3 funds side by side · dividends reinvested

FSZ, JEPQ and VEA

FSZFirst Trust×JEPQJ.P. Morgan×VEAVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,431VEA · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

FSZ, JEPQ and VEA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.44%+13.0%+17.0%+20.2%+9.1%−11.6%18.3%$232B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B2.0

First Trust Switzerland AlphaDEX FundInternational · Region & country0.80%1.97%+5.5%+10.5%+15.1%+5.6%−10.4%14.9%$37M2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: FSZ 2012 · JEPQ 2022 · VEA 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Switzerland AlphaDEX Fund · $37M$13,135

FSZ

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FSZMeasure

More Ways to See the Pairs

FSZ vs JEPQ: Top 5 Holdings

Today

FSZ

22.9%in top 5

JEPQ

in top 527.6%

FSZStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.9%

5.5%SUN.SWnot top 5

4.8%SREN.SW

Cost, Income and Risk

Fees: FSZ, JEPQ, VEA

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

JEPQ0.35%$35

FSZ0.80%$80

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FSZ, JEPQ, VEA

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

VEA vs IEFA

YTD

VanguardVEA

+13.0%

IEFAiShares

+10.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ

+5.5%Year to dateJan 1 → Nov 11+8.1%

+10.5%1 yearTotal return+9.0%

+15.1%3 years · per year$10,000 became $15,266 · $16,525+18.2%

+5.6%5 years · per year$10,000 became $13,135 · […][…]

0.80%Expense ratio$80 · $35 a year on $10k · lower is better0.35%

1.97%Trailing 12-mo yield$197 · $1,220 a year on $10k12.20%

−10.4%Worst dropSmaller is better−11.5%

14.9%VolatilityLower is calmer16.9%

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

3–4JEPQ wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.6%SDZ.SWnot top 5

not top 5AMZN4.4%

not top 5GOOG4.3%

4.2%VONN.SWnot top 5

3.8%BKW.SWnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

FSZ vs JEPQ Returns, Every Period

1Y

First TrustFSZ

+10.5%

past year

JEPQJ.P. Morgan

+9.0%

past year

FSZJEPQFaded: behind in that period

1–2JEPQ wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

International vs Income: FSZ vs JEPQ

YTD

First TrustFSZ

+5.5%

JEPQJ.P. Morgan

+8.1%

+5.5%Year to date+8.1%

−10.4%Worst drop · 1Y−11.5%

14.9%Volatility · 1Y16.9%

2.0%Yield12.2%

$37.3MAssets$41.8B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

VEA2.44%$244

FSZ1.97%$197

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

VEA$244 − $3 = $241

FSZ$197 − $80 = $117

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FSZ, JEPQ, VEA

Today

4.5%most shared, FSZ and VEA

FSZJEPQVEA

FSZ—0.0%4.5%

JEPQ0.0%—0.0%

VEA4.5%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.0%VEA, at 18.3% volatility

FSZWorst drop−10.4%14.9% vol

JEPQWorst drop−11.5%16.9% vol

VEAWorst drop−11.6%18.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVEA

+8.1%Year to date+13.0%

12.2%Yield2.4%

+9.0%Past year+17.0%

0.35%Fee0.03%

3–1VEA wins

End-of-day Nov 11, 2026

+13.0%Year to date+10.7%

2.4%Yield3.4%

$232BAssets$192B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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FSZ, JEPQ and VEA

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three