Compare · 2 funds side by side · dividends reinvested

FVC and JEPI

FVCFirst Trust×JEPIJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,429JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.92% · $792 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%0.79%+13.4%+15.8%+11.8%+3.0%−13.3%18.8%$105M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B1.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: FVC 2016 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $45.2B$14,429

JEPI

FVC

First Trust Dorsey Wright Dynamic Focus 5 ETF · $105M$11,590

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

JEPIMeasureFVC

+7.6%

More Ways to See the Pairs

JEPI vs FVC: Top 5 Holdings

Today

JEPI

9.8%in top 5

FVC

in top 599.9%

JEPIStockFVC

not top 5FTXH22.9%

not top 5FBT21.5%

not top 5FTXN19.9%

not top 5FXL18.5%

not top 5QTEC17.2%

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 10, 2026 · fee on $10,000 a year

Yields: FVC, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+13.4%

+10.6%1 yearTotal return+15.8%

+10.9%3 years · per year$10,000 became $13,634 · $13,993+11.8%

+7.6%5 years · per year$10,000 became $14,429 · $11,590+3.0%

0.35%Expense ratio$35 · $30 a year on $10k · lower is better0.30%

7.92%Trailing 12-mo yield$792 · $79 a year on $10k0.79%

−6.7%Worst dropSmaller is better−13.3%

9.0%VolatilityLower is calmer18.8%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%MSFTnot top 5

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

JEPI vs FVC Returns, Every Period

5Y

J.P. MorganJEPI

+7.6%

5 years, per year

FVCFirst Trust

+3.0%

5 years, per year

JEPIFVCFaded: behind in that period

1–3FVC wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: JEPI vs FVC

YTD

J.P. MorganJEPI

+7.6%

FVCFirst Trust

+13.4%

+7.6%Year to date+13.4%

−6.7%Worst drop · 1Y−13.3%

9.0%Volatility · 1Y18.8%

7.9%Yield0.8%

$45.2BAssets$105M

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

JEPI7.92%$792

FVC0.79%$79

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

FVC$79 − $30 = $49

KeptFee

End-of-day Nov 10, 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 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.8%FVC, at 18.8% volatility

JEPIWorst drop−6.7%9.0% vol

FVCWorst drop−13.3%18.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIFVC

+7.6%Year to date+13.4%

7.9%Yield0.8%

+10.6%Past year+15.8%

0.35%Fee0.30%

3–1FVC wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 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