Compare · 2 funds side by side · dividends reinvested

FTA and JEPQ

FTAFirst Trust×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,450FTA · best of the two

02 / 04

FTA and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Large Cap Value AlphaDEX FundUS Stock Styles · Value0.58%1.66%+23.9%+30.4%+21.7%+11.8%−8.1%11.4%$1.5B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: FTA 2007 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Large Cap Value AlphaDEX Fund · $1.5B$17,450

FTA

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 4.4% in common

FTAMeasureJEPQ

+23.9%Year to dateJan 1 → Nov 4+8.5%

+30.4%1 yearTotal return+9.3%

+21.7%3 years · per year$10,000 became $18,005 · $17,406+20.3%

+11.8%5 years · per year$10,000 became $17,450 · […][…]

0.58%Expense ratio$58 · $35 a year on $10k · lower is better0.35%

1.66%Trailing 12-mo yield$166 · $1,217 a year on $10k12.17%

−8.1%Worst dropSmaller is better−8.8%

11.4%VolatilityLower is calmer15.5%

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

5–2FTA wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FTA vs JEPQ: Top 5 Holdings

Today

FTA

5.0%in top 5

JEPQ

in top 527.9%

FTAStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

1.1%FISVnot top 5

1.0%STZnot top 5

1.0%GPNnot top 5

1.0%CCLnot top 5

1.0%FISnot top 5

Held in common4.4%

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

FTA vs JEPQ Returns, Every Period

First TrustFTA

+30.4%

past year

JEPQJ.P. Morgan

+9.3%

past year

FTAJEPQFaded: behind in that period

3–0FTA wins

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

Stocks vs Income: FTA vs JEPQ

YTD

First TrustFTA

+23.9%

JEPQJ.P. Morgan

+8.5%

+23.9%Year to date+8.5%

−8.1%Worst drop · 1Y−8.8%

11.4%Volatility · 1Y15.5%

1.7%Yield12.2%

$1.5BAssets$41.8B

3–1FTA wins

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

Cost, Income and Risk

Fees: FTA, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

FTA0.58%$58

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

Yields: FTA, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

FTA1.66%$166

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

FTA$166 − $58 = $108

KeptFee

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

Overlap: FTA, JEPQ

Today

4.4%most shared, FTA and JEPQ

FTAJEPQ

FTA—4.4%

JEPQ4.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.4%FTA, at 11.4% volatility

FTAWorst drop−8.1%11.4% 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

JEPQFTA

+8.5%Year to date+23.9%

12.2%Yield1.7%

+9.3%Past year+30.4%

0.35%Fee0.58%

2–2level

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