Compare · 2 funds side by side · dividends reinvested

FTHI and JEPI

FTHIFirst Trust×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,274FTHI · best of the two

02 / 04

FTHI and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust BuyWrite Income ETFIncome · Covered calls0.75%9.05%+6.6%+7.3%+15.4%+10.2%−5.5%9.5%$2.5B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.5

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: FTHI 2014 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust BuyWrite Income ETF · $2.5B$16,274

FTHI

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 27.5% in common

FTHIMeasureJEPI

+6.6%Year to dateJan 1 → Nov 4+8.8%

+7.3%1 yearTotal return+11.9%

+15.4%3 years · per year$10,000 became $15,375 · $14,269+12.6%

+10.2%5 years · per year$10,000 became $16,274 · $14,635+7.9%

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

9.05%Trailing 12-mo yield$905 · $783 a year on $10k7.83%

−5.5%Worst dropSmaller is better−6.7%

9.5%VolatilityLower is calmer8.1%

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

4–4Level

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

More Ways to See the Pairs

FTHI vs JEPI: Top 5 Holdings

Today

FTHI

22.9%in top 5

JEPI

in top 59.5%

FTHIStockJEPI

7.9%AAPL1.9%

6.6%NVDAnot top 5

3.2%MSFT1.9%

2.7%JPMnot top 5

2.6%AMZNnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common27.5%

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

FTHI vs JEPI Returns, Every Period

First TrustFTHI

+10.2%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

FTHIJEPIFaded: behind in that period

2–2Level

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

FTHI vs JEPI

YTD

First TrustFTHI

+6.6%

JEPIJ.P. Morgan

+8.8%

+6.6%Year to date+8.8%

−5.5%Worst drop · 1Y−6.7%

9.5%Volatility · 1Y8.1%

9.0%Yield7.8%

$2.5BAssets$46.0B

2–2level

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

Cost, Income and Risk

Fees: FTHI, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FTHI0.75%$75

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

Yields: FTHI, JEPI

9.05%highest, FTHI

FundTrailing yieldYield$10k

FTHI9.05%$905

JEPI7.83%$783

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

Income After Fees on $10,000

$830most kept, FTHI

FTHI$905 − $75 = $830

JEPI$783 − $35 = $748

KeptFee

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

Overlap: FTHI, JEPI

Today

27.5%most shared, FTHI and JEPI

FTHIJEPI

FTHI—27.5%

JEPI27.5%—

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

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

FTHIWorst drop−5.5%9.5% vol

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

Paid More vs Made More

YTD

FTHIJEPI

+6.6%Year to date+8.8%

9.0%Yield7.8%

+7.3%Past year+11.9%

0.75%Fee0.35%

3–1JEPI 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