Compare · 2 funds side by side · dividends reinvested

MDEV and JEPQ

MDEVFirst Trust×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,086MDEV · best of the two

02 / 04

MDEV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.3

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+9.6%+12.2%+9.7%−1.9%−18.2%17.4%$3M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: MDEV 2021 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Medical Devices ETF · $3M$9,086

MDEV

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

MDEVMeasureJEPQ

+9.6%Year to dateJan 1 → Nov 5+8.5%

+12.2%1 yearTotal return+9.3%

+9.7%3 years · per year$10,000 became $13,194 · $17,406+20.3%

−1.9%5 years · per year$10,000 became $9,086 · […][…]

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

0.10%Trailing 12-mo yield$10 · $1,217 a year on $10k12.17%

−18.2%Worst dropSmaller is better−8.8%

17.4%VolatilityLower is calmer15.5%

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

2–5JEPQ wins

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

More Ways to See the Pairs

MDEV vs JEPQ: Top 5 Holdings

Today

MDEV

11.4%in top 5

JEPQ

in top 528.3%

MDEVStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

2.4%GEHCnot top 5

2.3%PHIA.ASnot top 5

2.3%ZBHnot top 5

2.2%LIVNnot top 5

2.2%STMN.SWnot top 5

Held in common1.2%

End-of-day Nov 5, 2026 · share of each fund

MDEV vs JEPQ Returns, Every Period

First TrustMDEV

+12.2%

past year

JEPQJ.P. Morgan

+9.3%

past year

MDEVJEPQFaded: behind in that period

2–1MDEV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: MDEV vs JEPQ

YTD

First TrustMDEV

+9.6%

JEPQJ.P. Morgan

+8.5%

+9.6%Year to date+8.5%

−18.2%Worst drop · 1Y−8.8%

17.4%Volatility · 1Y15.5%

0.1%Yield12.2%

$3.3MAssets$42.1B

3–1JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDEV, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

MDEV0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MDEV, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

MDEV0.10%$10

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

MDEV$10 − $70 = −$60

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MDEV, JEPQ

Today

1.2%most shared, MDEV and JEPQ

MDEVJEPQ

MDEV—1.2%

JEPQ1.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.2%MDEV, at 17.4% volatility

JEPQWorst drop−8.8%15.5% vol

MDEVWorst drop−18.2%17.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQMDEV

+8.5%Year to date+9.6%

12.2%Yield0.1%

+9.3%Past year+12.2%

0.35%Fee0.70%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026