Compare · 2 funds side by side · dividends reinvested

JEPI and FDLS

JEPIJ.P. Morgan×FDLSInspire×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,545JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the two · RiskSmallest drop

JEPI and FDLS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B1.4

Inspire Fidelis Multi Factor ETFUS Stock Styles · Factor0.66%0.86%+15.6%+17.9%+19.9%[…]−10.8%17.3%$251M1.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: JEPI 2020 · FDLS 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $46.8B$14,545

JEPI

FDLS

Inspire Fidelis Multi Factor ETF · $251M[…]

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

JEPIMeasureFDLS

+8.6%

More Ways to See the Pairs

JEPI vs FDLS: Top 5 Holdings

Today

JEPI

9.8%in top 5

FDLS

in top 57.0%

JEPIStockFDLS

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Cost, Income and Risk

Fees: JEPI, FDLS

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

FDLS0.66%$66

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: JEPI, FDLS

1Y

7.84%highest, JEPI

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+15.6%

+11.2%1 yearTotal return+17.9%

+11.1%3 years · per year$10,000 became $13,729 · $17,256+19.9%

+7.8%5 years · per year$10,000 became $14,545 · […][…]

0.35%Expense ratio$35 · $66 a year on $10k · lower is better0.66%

7.84%Trailing 12-mo yield$784 · $86 a year on $10k0.86%

−6.7%Worst dropSmaller is better−10.8%

9.0%VolatilityLower is calmer17.3%

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

4–3JEPI wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TLS1.9%

not top 5FLYW1.3%

not top 5VCTR1.3%

not top 5ACIW1.2%

not top 5CON1.2%

Held in common2.1%

End-of-day Nov 11, 2026 · share of each fund

JEPI vs FDLS Returns, Every Period

1Y

J.P. MorganJEPI

+11.2%

past year

FDLSInspire

+17.9%

past year

JEPIFDLSFaded: behind in that period

0–3FDLS wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPI vs FDLS

YTD

J.P. MorganJEPI

+8.6%

FDLSInspire

+15.6%

+8.6%Year to date+15.6%

−6.7%Worst drop · 1Y−10.8%

9.0%Volatility · 1Y17.3%

7.8%Yield0.9%

$46.8BAssets$251M

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPI7.84%$784

FDLS0.86%$86

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

FDLS$86 − $66 = $20

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JEPI, FDLS

Today

2.1%most shared, JEPI and FDLS

JEPIFDLS

JEPI—2.1%

FDLS2.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+17.9%FDLS, at 17.3% volatility

JEPIWorst drop−6.7%9.0% vol

FDLSWorst drop−10.8%17.3% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIFDLS

+8.6%Year to date+15.6%

7.8%Yield0.9%

+11.2%Past year+17.9%

0.35%Fee0.66%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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JEPI and FDLS

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two