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$8,839MDEV · 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%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.3

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+7.9%+11.0%+9.0%−2.4%−18.2%17.4%$4M1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: MDEV 2021 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

MDEV

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

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

JEPQMeasureMDEV

+3.2%Year to dateJan 1 → Nov 6+7.9%

+4.5%1 yearTotal return+11.0%

+17.4%3 years · per year$10,000 became $16,202 · $12,957+9.0%

[…]5 years · per year$10,000 became […] · $8,839−2.4%

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

12.79%Trailing 12-mo yield$1,279 · $10 a year on $10k0.10%

−11.5%Worst dropSmaller is better−18.2%

16.7%VolatilityLower is calmer17.4%

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

5–2JEPQ wins

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

More Ways to See the Pairs

JEPQ vs MDEV: Top 5 Holdings

Today

JEPQ

28.9%in top 5

MDEV

in top 511.4%

JEPQStockMDEV

7.4%AAPLnot top 5

6.6%NVDAnot top 5

6.1%MSFTnot top 5

4.4%GOOGnot top 5

4.4%AMZNnot top 5

not top 5GEHC2.4%

not top 5PHIA.AS2.3%

not top 5TFX2.3%

not top 5SYK2.2%

not top 5ZBH2.2%

Held in common1.2%

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

JEPQ vs MDEV Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

MDEVFirst Trust

+11.0%

past year

JEPQMDEVFaded: behind in that period

1–2MDEV wins

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

Income vs Sector: JEPQ vs MDEV

YTD

J.P. MorganJEPQ

+3.2%

MDEVFirst Trust

+7.9%

+3.2%Year to date+7.9%

−11.5%Worst drop · 1Y−18.2%

16.7%Volatility · 1Y17.4%

12.8%Yield0.1%

$42.6BAssets$3.5M

3–1JEPQ wins

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

Yields: MDEV, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

MDEV0.10%$10

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

MDEV$10 − $70 = −$60

KeptFee

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

Return vs Bumpiness: 2 ETFs

+11.0%MDEV, at 17.4% volatility

JEPQWorst drop−11.5%16.7% 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

JEPQMDEV

+3.2%Year to date+7.9%

12.8%Yield0.1%

+4.5%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