Compare · 3 funds side by side · dividends reinvested

FVC, JEPQ and JEPI

FVCFirst Trust×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,108JEPI · best of the three

02 / 04

FVC, JEPQ and JEPI, 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%$42.1B1.7

First Trust Dorsey Wright Dynamic Focus 5 ETFUnsorted0.30%0.81%+9.9%+12.3%+11.6%+2.7%−13.3%18.6%$110M2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: FVC 2016 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dorsey Wright Dynamic Focus 5 ETF · $110M$11,436

FVC

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

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

FVCMeasureJEPQ

+9.9%Year to dateJan 1 → Nov 5+8.5%

+12.3%1 yearTotal return+9.3%

+11.6%3 years · per year$10,000 became $13,912 · $17,406+20.3%

+2.7%5 years · per year$10,000 became $11,436 · […][…]

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

0.81%Trailing 12-mo yield$81 · $1,217 a year on $10k12.17%

−13.3%Worst dropSmaller is better−8.8%

18.6%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

FVC vs JEPQ: Top 5 Holdings

Today

FVC

99.9%in top 5

JEPQ

in top 528.3%

FVCStockJEPQ

22.7%FTXHnot top 5

21.6%FBTnot top 5

20.0%FTXNnot top 5

18.5%FXLnot top 5

17.2%QTECnot top 5

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

FVC vs JEPQ Returns, Every Period

First TrustFVC

+12.3%

past year

JEPQJ.P. Morgan

+9.3%

past year

FVCJEPQFaded: behind in that period

2–1FVC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: FVC vs JEPQ

YTD

First TrustFVC

+9.9%

JEPQJ.P. Morgan

+8.5%

+9.9%Year to date+8.5%

−13.3%Worst drop · 1Y−8.8%

18.6%Volatility · 1Y15.5%

0.8%Yield12.2%

$110MAssets$42.1B

3–1JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FVC, JEPQ, JEPI

Today

0.30%lowest, FVC

FundExpense ratioFee$10k

FVC0.30%$30

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FVC, JEPQ, JEPI

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

JEPI8.09%$809

FVC0.81%$81

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

JEPI$809 − $35 = $774

FVC$81 − $30 = $51

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FVC, JEPQ, JEPI

Today

27.0%most shared, JEPQ and JEPI

FVCJEPQJEPI

FVC—0.0%0.0%

JEPQ0.0%—27.0%

JEPI0.0%27.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.3%FVC, at 18.6% volatility

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−8.8%15.5% vol

FVCWorst drop−13.3%18.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFVC

+8.5%Year to date+9.9%

12.2%Yield0.8%

+9.3%Past year+12.3%

0.35%Fee0.30%

3–1FVC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026