Compare · 3 funds side by side · dividends reinvested

FTLS, JEPQ and JEPI

FTLSFirst Trust×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,549FTLS · best of the three

02 / 04

FTLS, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.8

First Trust Long/Short Equity ETFUnsorted0.95%0.90%+5.0%+4.6%+12.8%+9.2%−5.2%8.5%$2.6B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FTLS 2014 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Long/Short Equity ETF · $2.6B$15,549

FTLS

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 34.0% in common

FTLSMeasureJEPQ

+5.0%Year to dateJan 1 → Nov 6+3.2%

+4.6%1 yearTotal return+4.5%

+12.8%3 years · per year$10,000 became $14,350 · $16,202+17.4%

+9.2%5 years · per year$10,000 became $15,549 · […][…]

0.95%Expense ratio$95 · $35 a year on $10k · lower is better0.35%

0.90%Trailing 12-mo yield$90 · $1,279 a year on $10k12.79%

−5.2%Worst dropSmaller is better−11.5%

8.5%VolatilityLower is calmer16.7%

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

4–3FTLS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FTLS vs JEPQ: Top 5 Holdings

Today

FTLS

25.2%in top 5

JEPQ

in top 528.9%

FTLSStockJEPQ

6.8%AAPL7.4%

6.1%NVDA6.6%

5.1%MSFT6.1%

not top 5GOOG4.4%

3.2%AMZN4.4%

4.0%GOOGLnot top 5

Held in common34.0%

End-of-day Nov 6, 2026 · share of each fund

FTLS vs JEPQ Returns, Every Period

First TrustFTLS

+4.6%

past year

JEPQJ.P. Morgan

+4.5%

past year

FTLSJEPQFaded: behind in that period

2–1FTLS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: FTLS vs JEPQ

YTD

First TrustFTLS

+5.0%

JEPQJ.P. Morgan

+3.2%

+5.0%Year to date+3.2%

−5.2%Worst drop · 1Y−11.5%

8.5%Volatility · 1Y16.7%

0.9%Yield12.8%

$2.6BAssets$42.6B

3–1FTLS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FTLS, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

FTLS0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FTLS, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

FTLS0.90%$90

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

FTLS$90 − $95 = −$5

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FTLS, JEPQ, JEPI

Today

34.0%most shared, FTLS and JEPQ

FTLSJEPQJEPI

FTLS—34.0%30.5%

JEPQ34.0%—26.8%

JEPI30.5%26.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

FTLSWorst drop−5.2%8.5% vol

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQJEPI

+3.2%Year to date+5.3%

12.8%Yield8.1%

+4.5%Past year+8.2%

0.35%Fee0.35%

2–1JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026