Compare · 2 funds side by side · dividends reinvested

FTGC and JEPI

FTGCFirst Trust×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,582FTGC · best of the two

02 / 04

FTGC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Global Tactical Commodity Strategy FundCommodities · Broad basket0.98%15.08%+28.1%+28.8%+15.4%+11.9%−12.3%16.1%$3.3B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$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 4, 2026 · returns include dividends · since: FTGC 2013 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Global Tactical Commodity Strategy Fund · $3.3B$17,582

FTGC

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested

FTGCMeasureJEPI

+28.1%Year to dateJan 1 → Nov 4+8.8%

+28.8%1 yearTotal return+11.9%

+15.4%3 years · per year$10,000 became $15,374 · $14,269+12.6%

+11.9%5 years · per year$10,000 became $17,582 · $14,635+7.9%

0.98%Expense ratio$98 · $35 a year on $10k · lower is better0.35%

15.08%Trailing 12-mo yield$1,508 · $783 a year on $10k7.83%

−12.3%Worst dropSmaller is better−6.7%

16.1%VolatilityLower is calmer8.1%

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

5–3FTGC wins

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

More Ways to See the Pairs

FTGC vs JEPI: Top 5 Holdings

Today

FTGC

[…]in top 5

JEPI

in top 59.5%

FTGCStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common[…]

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

FTGC vs JEPI Returns, Every Period

First TrustFTGC

+11.9%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

FTGCJEPIFaded: behind in that period

4–0FTGC wins

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

Commodities vs Income: FTGC vs JEPI

YTD

First TrustFTGC

+28.1%

JEPIJ.P. Morgan

+8.8%

+28.1%Year to date+8.8%

−12.3%Worst drop · 1Y−6.7%

16.1%Volatility · 1Y8.1%

15.1%Yield7.8%

$3.3BAssets$46.0B

2–2level

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

Cost, Income and Risk

Fees: FTGC, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FTGC0.98%$98

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

Yields: FTGC, JEPI

15.08%highest, FTGC

FundTrailing yieldYield$10k

FTGC15.08%$1,508

JEPI7.83%$783

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,410most kept, FTGC

FTGC$1,508 − $98 = $1,410

JEPI$783 − $35 = $748

KeptFee

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

Overlap: FTGC, JEPI

Today

[…]holdings […]

FTGCJEPI

FTGC—[…]

JEPI[…]—

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

Return vs Bumpiness: 2 ETFs

+28.8%FTGC, at 16.1% volatility

JEPIWorst drop−6.7%8.1% vol

FTGCWorst drop−12.3%16.1% vol

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

Paid More vs Made More

YTD

FTGCJEPI

+28.1%Year to date+8.8%

15.1%Yield7.8%

+28.8%Past year+11.9%

0.98%Fee0.35%

3–1FTGC 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