Compare · 2 funds side by side · dividends reinvested

FXG and JEPQ

FXGFirst Trust×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,735FXG · best of the two

02 / 04

FXG and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.1

First Trust Consumer Staples AlphaDEX FundSectors · Consumer0.63%2.05%+2.8%+2.3%+4.5%+3.3%−16.0%14.8%$214M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: FXG 2007 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Consumer Staples AlphaDEX Fund · $214M$11,735

FXG

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

FXGMeasureJEPQ

+2.8%Year to dateJan 1 → Nov 3+7.5%

+2.3%1 yearTotal return+8.6%

+4.5%3 years · per year$10,000 became $11,419 · $17,450+20.4%

+3.3%5 years · per year$10,000 became $11,735 · […][…]

0.63%Expense ratio$63 · $35 a year on $10k · lower is better0.35%

2.05%Trailing 12-mo yield$205 · $1,228 a year on $10k12.28%

−16.0%Worst dropSmaller is better−8.8%

14.8%VolatilityLower is calmer15.5%

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

1–6JEPQ wins

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

More Ways to See the Pairs

FXG vs JEPQ: Top 5 Holdings

Today

FXG

21.4%in top 5

JEPQ

in top 527.5%

FXGStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

4.6%FRPTnot top 5

4.4%POSTnot top 5

4.4%CAHnot top 5

4.1%PPCnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

4.0%MKCnot top 5

Held in common2.0%

End-of-day Nov 3, 2026 · share of each fund

FXG vs JEPQ Returns, Every Period

First TrustFXG

+2.3%

past year

JEPQJ.P. Morgan

+8.6%

past year

FXGJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Income: FXG vs JEPQ

YTD

First TrustFXG

+2.8%

JEPQJ.P. Morgan

+7.5%

+2.8%Year to date+7.5%

−16.0%Worst drop · 1Y−8.8%

14.8%Volatility · 1Y15.5%

2.0%Yield12.3%

$214MAssets$41.8B

3–1JEPQ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXG, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

FXG0.63%$63

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FXG, JEPQ

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

FXG2.05%$205

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

FXG$205 − $63 = $142

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FXG, JEPQ

Today

2.0%most shared, FXG and JEPQ

FXGJEPQ

FXG—2.0%

JEPQ2.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.6%JEPQ, at 15.5% volatility

FXGWorst drop−16.0%14.8% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFXG

+7.5%Year to date+2.8%

12.3%Yield2.0%

+8.6%Past year+2.3%

0.35%Fee0.63%

4–0JEPQ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026