Compare · 2 funds side by side · dividends reinvested

FTEC and JEPI

FTECFidelity×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,397FTEC · best of the two

02 / 04

FTEC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Information Technology Index ETFSectors · Technology0.08%0.40%+22.8%+16.9%+32.8%+17.5%−15.8%25.6%$22.1B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: FTEC 2013 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Information Technology Index ETF · $22.1B$22,397

FTEC

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 13.2% in common

FTECMeasureJEPI

+22.8%Year to dateJan 1 → Nov 3+7.0%

+16.9%1 yearTotal return+9.8%

+32.8%3 years · per year$10,000 became $23,419 · $14,201+12.4%

+17.5%5 years · per year$10,000 became $22,397 · $14,322+7.4%

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

0.40%Trailing 12-mo yield$40 · $796 a year on $10k7.96%

−15.8%Worst dropSmaller is better−6.7%

25.6%VolatilityLower is calmer7.9%

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

5–3FTEC wins

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

More Ways to See the Pairs

FTEC vs JEPI: Top 5 Holdings

Today

FTEC

55.3%in top 5

JEPI

in top 59.5%

FTECStockJEPI

17.9%AAPL1.9%

17.2%NVDAnot top 5

12.2%MSFT1.9%

4.2%AVGOnot top 5

3.9%MUnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common13.2%

End-of-day Nov 3, 2026 · share of each fund

FTEC vs JEPI Returns, Every Period

FidelityFTEC

+17.5%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

FTECJEPIFaded: behind in that period

4–0FTEC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Income: FTEC vs JEPI

YTD

FidelityFTEC

+22.8%

JEPIJ.P. Morgan

+7.0%

+22.8%Year to date+7.0%

−15.8%Worst drop · 1Y−6.7%

25.6%Volatility · 1Y7.9%

0.4%Yield8.0%

$22.1BAssets$46.0B

3–1JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTEC, JEPI

Today

0.08%lowest, FTEC

FundExpense ratioFee$10k

FTEC0.08%$8

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FTEC, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

FTEC0.40%$40

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

FTEC$40 − $8 = $32

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FTEC, JEPI

Today

13.2%most shared, FTEC and JEPI

FTECJEPI

FTEC—13.2%

JEPI13.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.9%FTEC, at 25.6% volatility

JEPIWorst drop−6.7%7.9% vol

FTECWorst drop−15.8%25.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIFTEC

+7.0%Year to date+22.8%

8.0%Yield0.4%

+9.8%Past year+16.9%

0.35%Fee0.08%

3–1FTEC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026