Compare · 2 funds side by side · dividends reinvested

FTGC and JEPQ

FTGCFirst Trust×JEPQJ.P. Morgan×

Versus in desk

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 JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.4

First Trust Global Tactical Commodity Strategy FundCommodities · Broad basket0.98%15.08%+28.1%+28.8%+15.4%+11.9%−12.3%16.1%$3.3B1.5

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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

FTGC

JEPQ

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

$10,000 five years ago, dividends reinvested

FTGCMeasureJEPQ

+28.1%Year to dateJan 1 → Nov 4+8.5%

+28.8%1 yearTotal return+9.3%

+15.4%3 years · per year$10,000 became $15,374 · $17,406+20.3%

+11.9%5 years · per year$10,000 became $17,582 · […][…]

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

15.08%Trailing 12-mo yield$1,508 · $1,217 a year on $10k12.17%

−12.3%Worst dropSmaller is better−8.8%

16.1%VolatilityLower is calmer15.5%

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

3–4JEPQ 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 JEPQ: Top 5 Holdings

Today

FTGC

[…]in top 5

JEPQ

in top 527.9%

FTGCStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

Held in common[…]

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

FTGC vs JEPQ Returns, Every Period

First TrustFTGC

+28.8%

past year

JEPQJ.P. Morgan

+9.3%

past year

FTGCJEPQFaded: behind in that period

2–1FTGC wins

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

Commodities vs Income: FTGC vs JEPQ

YTD

First TrustFTGC

+28.1%

JEPQJ.P. Morgan

+8.5%

+28.1%Year to date+8.5%

−12.3%Worst drop · 1Y−8.8%

16.1%Volatility · 1Y15.5%

15.1%Yield12.2%

$3.3BAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: FTGC, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

FTGC0.98%$98

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

Yields: FTGC, JEPQ

15.08%highest, FTGC

FundTrailing yieldYield$10k

FTGC15.08%$1,508

JEPQ12.17%$1,217

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

JEPQ$1,217 − $35 = $1,182

KeptFee

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

Overlap: FTGC, JEPQ

Today

[…]holdings […]

FTGCJEPQ

FTGC—[…]

JEPQ[…]—

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

JEPQWorst drop−8.8%15.5% 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

FTGCJEPQ

+28.1%Year to date+8.5%

15.1%Yield12.2%

+28.8%Past year+9.3%

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