Compare · 2 funds side by side · dividends reinvested

FVC and JEPI

FVCFirst Trust×JEPIJ.P. Morgan×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,519JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the two · RiskSmallest drop

FVC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dorsey Wright Dynamic Focus 5 ETFUnsorted0.30%0.78%+14.6%+16.3%+12.2%+2.8%−13.3%18.9%$109M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: FVC 2016 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Dorsey Wright Dynamic Focus 5 ETF · $109M$11,483

FVC

JEPI

JPMorgan Equity Premium Income ETF · $47.1B$14,519

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FVCMeasureJEPI

+14.6%

More Ways to See the Pairs

FVC vs JEPI: Top 5 Holdings

Today

FVC

99.9%in top 5

JEPI

in top 59.7%

FVCStockJEPI

22.5%FTXHnot top 5

21.1%FBTnot top 5

20.5%FTXNnot top 5

18.6%FXLnot top 5

17.3%QTECnot top 5

Cost, Income and Risk

Fees: FVC, JEPI

Today

0.30%lowest, FVC

FundExpense ratioFee$10k

FVC0.30%$30

JEPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FVC, JEPI

1Y

7.87%highest, JEPI

FundTrailing yieldYield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+8.2%

+16.3%1 yearTotal return+9.6%

+12.2%3 years · per year$10,000 became $14,125 · $13,696+11.1%

+2.8%5 years · per year$10,000 became $11,483 · $14,519+7.7%

0.30%Expense ratio$30 · $35 a year on $10k · lower is better0.35%

0.78%Trailing 12-mo yield$78 · $787 a year on $10k7.87%

−13.3%Worst dropSmaller is better−6.7%

18.9%VolatilityLower is calmer9.0%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MA2.0%

not top 5AAPL2.0%

not top 5MSFT1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

FVC vs JEPI Returns, Every Period

5Y

First TrustFVC

+2.8%

5 years, per year

JEPIJ.P. Morgan

+7.7%

5 years, per year

FVCJEPIFaded: behind in that period

3–1FVC wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: FVC vs JEPI

YTD

First TrustFVC

+14.6%

JEPIJ.P. Morgan

+8.2%

+14.6%Year to date+8.2%

−13.3%Worst drop · 1Y−6.7%

18.9%Volatility · 1Y9.0%

0.8%Yield7.9%

$109MAssets$47.1B

3–1JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

JEPI7.87%$787

FVC0.78%$78

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

FVC$78 − $30 = $48

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FVC, JEPI

Today

0.0%most shared, FVC and JEPI

FVCJEPI

FVC—0.0%

JEPI0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.3%FVC, at 18.9% volatility

JEPIWorst drop−6.7%9.0% vol

FVCWorst drop−13.3%18.9% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIFVC

+8.2%Year to date+14.6%

7.9%Yield0.8%

+9.6%Past year+16.3%

0.35%Fee0.30%

3–1FVC wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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FVC and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two