Compare · 3 funds side by side · dividends reinvested

FTEC, JEPQ and JEPI

FTECFidelity×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

02 / 04

FTEC, JEPQ 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%$22.1B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

Rank among the three1st → 3rdFee, 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 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

FTEC

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 41.7% in common

FTECMeasureJEPQ

+22.8%Year to dateJan 1 → Nov 3+7.5%

+16.9%1 yearTotal return+8.6%

+32.8%3 years · per year$10,000 became $23,419 · $17,450+20.4%

+17.5%5 years · per year$10,000 became $22,397 · […][…]

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

0.40%Trailing 12-mo yield$40 · $1,228 a year on $10k12.28%

−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 3, 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

55.3%in top 5

JEPQ

in top 527.5%

FTECStockJEPQ

17.9%AAPL6.9%

17.2%NVDA6.9%

12.2%MSFT5.5%

4.2%AVGOnot top 5

not top 5GOOG4.1%

3.9%MU4.1%

Held in common41.7%

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

FTEC vs JEPQ Returns, Every Period

FidelityFTEC

+16.9%

past year

JEPQJ.P. Morgan

+8.6%

past year

FTECJEPQFaded: behind in that period

3–0FTEC wins

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

Sector vs Income: FTEC vs JEPQ

YTD

FidelityFTEC

+22.8%

JEPQJ.P. Morgan

+7.5%

+22.8%Year to date+7.5%

−15.8%Worst drop · 1Y−8.8%

25.6%Volatility · 1Y15.5%

0.4%Yield12.3%

$22.1BAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: FTEC, JEPQ, JEPI

Today

0.08%lowest, FTEC

FundExpense ratioFee$10k

FTEC0.08%$8

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: FTEC, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

FTEC0.40%$40

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

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

FTEC$40 − $8 = $32

KeptFee

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

Overlap: FTEC, JEPQ, JEPI

Today

41.7%most shared, FTEC and JEPQ

FTECJEPQJEPI

FTEC—41.7%13.2%

JEPQ41.7%—26.6%

JEPI13.2%26.6%—

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

Return vs Bumpiness: 3 ETFs

+16.9%FTEC, at 25.6% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% 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

JEPQFTEC

+7.5%Year to date+22.8%

12.3%Yield0.4%

+8.6%Past year+16.9%

0.35%Fee0.08%

3–1FTEC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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