Compare · 3 funds side by side · dividends reinvested

FYT, JEPQ and JEPI

FYTFirst Trust×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,581FYT · best of the three

02 / 04

FYT, JEPQ and JEPI, 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%$41.8B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

First Trust Small Cap Value AlphaDEX FundUS Stock Styles · Small cap0.70%1.83%+25.8%+31.8%+18.8%+7.8%−8.6%15.9%$182M2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: FYT 2011 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Small Cap Value AlphaDEX Fund · $182M$14,581

FYT

JEPQ

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

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

FYTMeasureJEPQ

+25.8%Year to dateJan 1 → Nov 3+7.5%

+31.8%1 yearTotal return+8.6%

+18.8%3 years · per year$10,000 became $16,756 · $17,450+20.4%

+7.8%5 years · per year$10,000 became $14,581 · […][…]

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

1.83%Trailing 12-mo yield$183 · $1,228 a year on $10k12.28%

−8.6%Worst dropSmaller is better−8.8%

15.9%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

FYT vs JEPQ: Top 5 Holdings

Today

FYT

3.9%in top 5

JEPQ

in top 527.5%

FYTStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

0.8%DXCnot top 5

0.8%KSSnot top 5

0.8%HOGnot top 5

0.8%ASOnot top 5

0.7%MMSnot top 5

Held in common0.0%

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

FYT vs JEPQ Returns, Every Period

First TrustFYT

+31.8%

past year

JEPQJ.P. Morgan

+8.6%

past year

FYTJEPQFaded: behind in that period

2–1FYT wins

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

Stocks vs Income: FYT vs JEPQ

YTD

First TrustFYT

+25.8%

JEPQJ.P. Morgan

+7.5%

+25.8%Year to date+7.5%

−8.6%Worst drop · 1Y−8.8%

15.9%Volatility · 1Y15.5%

1.8%Yield12.3%

$182MAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: FYT, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

FYT0.70%$70

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

Yields: FYT, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

FYT1.83%$183

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

JEPI$796 − $35 = $761

FYT$183 − $70 = $113

KeptFee

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

Overlap: FYT, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

FYTJEPQJEPI

FYT—0.0%0.0%

JEPQ0.0%—26.6%

JEPI0.0%26.6%—

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

Return vs Bumpiness: 3 ETFs

+31.8%FYT, at 15.9% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

FYTWorst drop−8.6%15.9% vol

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

Paid More vs Made More

YTD

JEPQFYT

+7.5%Year to date+25.8%

12.3%Yield1.8%

+8.6%Past year+31.8%

0.35%Fee0.70%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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