Compare · 2 funds side by side · dividends reinvested

MDEV and JEPI

MDEVFirst Trust×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

MDEV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.3

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+7.9%+11.0%+9.0%−2.4%−18.2%17.4%$4M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: MDEV 2021 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,118

JEPI

MDEV

First Trust Indxx Medical Devices ETF · $4M$8,839

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

JEPIMeasureMDEV

+5.3%Year to dateJan 1 → Nov 6+7.9%

+8.2%1 yearTotal return+11.0%

+10.7%3 years · per year$10,000 became $13,562 · $12,957+9.0%

+7.1%5 years · per year$10,000 became $14,118 · $8,839−2.4%

0.35%Expense ratio$35 · $70 a year on $10k · lower is better0.70%

8.09%Trailing 12-mo yield$809 · $10 a year on $10k0.10%

−6.7%Worst dropSmaller is better−18.2%

8.8%VolatilityLower is calmer17.4%

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

6–2JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs MDEV: Top 5 Holdings

Today

JEPI

9.9%in top 5

MDEV

in top 511.4%

JEPIStockMDEV

not top 5GEHC2.4%

not top 5PHIA.AS2.3%

not top 5TFX2.3%

not top 5SYK2.2%

not top 5ZBH2.2%

2.1%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common3.0%

End-of-day Nov 6, 2026 · share of each fund

JEPI vs MDEV Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

MDEVFirst Trust

−2.4%

5 years, per year

JEPIMDEVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Sector: JEPI vs MDEV

YTD

J.P. MorganJEPI

+5.3%

MDEVFirst Trust

+7.9%

+5.3%Year to date+7.9%

−6.7%Worst drop · 1Y−18.2%

8.8%Volatility · 1Y17.4%

8.1%Yield0.1%

$46.8BAssets$3.5M

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDEV, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

MDEV0.70%$70

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MDEV, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

MDEV0.10%$10

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

MDEV$10 − $70 = −$60

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MDEV, JEPI

Today

3.0%most shared, MDEV and JEPI

MDEVJEPI

MDEV—3.0%

JEPI3.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.0%MDEV, at 17.4% volatility

JEPIWorst drop−6.7%8.8% vol

MDEVWorst drop−18.2%17.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIMDEV

+5.3%Year to date+7.9%

8.1%Yield0.1%

+8.2%Past year+11.0%

0.35%Fee0.70%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026