Compare · 2 funds side by side · dividends reinvested

FTEC and JEPQ

FTECFidelity×JEPQJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,534FTEC · best of the two

02 / 04

FTEC and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Information Technology Index ETFSectors · Technology0.08%0.40%+23.1%+16.7%+32.5%+17.6%−15.8%25.6%$22.1B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FTEC 2013 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Information Technology Index ETF · $22.1B$22,534

FTEC

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 42.2% in common

FTECMeasureJEPQ

+23.1%Year to dateJan 1 → Nov 4+8.5%

+16.7%1 yearTotal return+9.3%

+32.5%3 years · per year$10,000 became $23,252 · $17,406+20.3%

+17.6%5 years · per year$10,000 became $22,534 · […][…]

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

0.40%Trailing 12-mo yield$40 · $1,217 a year on $10k12.17%

−15.8%Worst dropSmaller is better−8.8%

25.6%VolatilityLower is calmer15.5%

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

4–3FTEC wins

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

More Ways to See the Pairs

FTEC vs JEPQ: Top 5 Holdings

Today

FTEC

55.2%in top 5

JEPQ

in top 527.9%

FTECStockJEPQ

17.4%NVDA7.1%

17.3%AAPL6.8%

12.4%MSFT5.6%

4.2%AVGOnot top 5

3.9%MU4.2%

not top 5GOOG4.1%

Held in common42.2%

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

FTEC vs JEPQ Returns, Every Period

FidelityFTEC

+16.7%

past year

JEPQJ.P. Morgan

+9.3%

past year

FTECJEPQFaded: behind in that period

3–0FTEC wins

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

Sector vs Income: FTEC vs JEPQ

YTD

FidelityFTEC

+23.1%

JEPQJ.P. Morgan

+8.5%

+23.1%Year to date+8.5%

−15.8%Worst drop · 1Y−8.8%

25.6%Volatility · 1Y15.5%

0.4%Yield12.2%

$22.1BAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: FTEC, JEPQ

Today

0.08%lowest, FTEC

FundExpense ratioFee$10k

FTEC0.08%$8

JEPQ0.35%$35

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

Yields: FTEC, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

FTEC0.40%$40

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

FTEC$40 − $8 = $32

KeptFee

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

Overlap: FTEC, JEPQ

Today

42.2%most shared, FTEC and JEPQ

FTECJEPQ

FTEC—42.2%

JEPQ42.2%—

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

Return vs Bumpiness: 2 ETFs

+16.7%FTEC, at 25.6% volatility

JEPQWorst drop−8.8%15.5% vol

FTECWorst drop−15.8%25.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFTEC

+8.5%Year to date+23.1%

12.2%Yield0.4%

+9.3%Past year+16.7%

0.35%Fee0.08%

3–1FTEC wins

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