Compare · 2 funds side by side · dividends reinvested

FYT and JEPI

FYTFirst Trust×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,389FYT · best of the two

02 / 04

FYT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Small Cap Value AlphaDEX FundUS Stock Styles · Small cap0.70%1.78%+30.0%+36.3%+19.7%+9.0%−8.6%16.2%$179M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: FYT 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Small Cap Value AlphaDEX Fund · $179M$15,389

FYT

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

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

FYTMeasureJEPI

+30.0%Year to dateJan 1 → Nov 4+8.8%

+36.3%1 yearTotal return+11.9%

+19.7%3 years · per year$10,000 became $17,155 · $14,269+12.6%

+9.0%5 years · per year$10,000 became $15,389 · $14,635+7.9%

0.70%Expense ratio$70 · $35 a year on $10k · lower is better0.35%

1.78%Trailing 12-mo yield$178 · $783 a year on $10k7.83%

−8.6%Worst dropSmaller is better−6.7%

16.2%VolatilityLower is calmer8.1%

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

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FYT vs JEPI: Top 5 Holdings

Today

FYT

3.9%in top 5

JEPI

in top 59.5%

FYTStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

0.8%HOGnot top 5

0.8%KSSnot top 5

0.8%DXCnot top 5

0.8%ASOnot top 5

0.8%GPKnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

FYT vs JEPI Returns, Every Period

First TrustFYT

+9.0%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

FYTJEPIFaded: behind in that period

4–0FYT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FYT vs JEPI

YTD

First TrustFYT

+30.0%

JEPIJ.P. Morgan

+8.8%

+30.0%Year to date+8.8%

−8.6%Worst drop · 1Y−6.7%

16.2%Volatility · 1Y8.1%

1.8%Yield7.8%

$179MAssets$46.1B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FYT, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FYT0.70%$70

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FYT, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

FYT1.78%$178

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

FYT$178 − $70 = $108

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FYT, JEPI

Today

0.0%most shared, FYT and JEPI

FYTJEPI

FYT—0.0%

JEPI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+36.3%FYT, at 16.2% volatility

JEPIWorst drop−6.7%8.1% vol

FYTWorst drop−8.6%16.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIFYT

+8.8%Year to date+30.0%

7.8%Yield1.8%

+11.9%Past year+36.3%

0.35%Fee0.70%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026