Compare · 2 funds side by side · dividends reinvested

SDVD and JEPI

SDVDFirst Trust×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

SDVD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest SMID Rising Dividend Achievers Target Income ETFIncome · Premium income0.85%8.90%+15.0%+18.7%+19.3%[…]−8.9%14.1%$907M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: SDVD 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest SMID Rising Dividend Achievers Target Income ETF · $907M[…]

SDVD

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

SDVDMeasureJEPI

+15.0%Year to dateJan 1 → Nov 4+8.8%

+18.7%1 yearTotal return+11.9%

+19.3%3 years · per year$10,000 became $16,976 · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

8.90%Trailing 12-mo yield$890 · $783 a year on $10k7.83%

−8.9%Worst dropSmaller is better−6.7%

14.1%VolatilityLower is calmer8.1%

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

4–3SDVD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SDVD vs JEPI: Top 5 Holdings

Today

SDVD

5.3%in top 5

JEPI

in top 59.5%

SDVDStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

1.1%THGnot top 5

1.1%RGAnot top 5

1.1%WSMnot top 5

1.0%VLTOnot top 5

1.0%AIZnot top 5

Held in common0.8%

End-of-day Nov 4, 2026 · share of each fund

SDVD vs JEPI Returns, Every Period

First TrustSDVD

+18.7%

past year

JEPIJ.P. Morgan

+11.9%

past year

SDVDJEPIFaded: behind in that period

3–0SDVD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SDVD vs JEPI

YTD

First TrustSDVD

+15.0%

JEPIJ.P. Morgan

+8.8%

+15.0%Year to date+8.8%

−8.9%Worst drop · 1Y−6.7%

14.1%Volatility · 1Y8.1%

8.9%Yield7.8%

$907MAssets$46.0B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDVD, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SDVD0.85%$85

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SDVD, JEPI

8.90%highest, SDVD

FundTrailing yieldYield$10k

SDVD8.90%$890

JEPI7.83%$783

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$805most kept, SDVD

SDVD$890 − $85 = $805

JEPI$783 − $35 = $748

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SDVD, JEPI

Today

0.8%most shared, SDVD and JEPI

SDVDJEPI

SDVD—0.8%

JEPI0.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.7%SDVD, at 14.1% volatility

JEPIWorst drop−6.7%8.1% vol

SDVDWorst drop−8.9%14.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SDVDJEPI

+15.0%Year to date+8.8%

8.9%Yield7.8%

+18.7%Past year+11.9%

0.85%Fee0.35%

3–1SDVD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026