Compare · 2 funds side by side · dividends reinvested

TDIV and JEPQ

TDIVFirst Trust×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,993TDIV · best of the two

02 / 04

TDIV 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%$41.8B1.4

First Trust NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.38%+19.6%+15.8%+30.4%+17.1%−16.3%20.8%$4.3B1.5

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: TDIV 2012 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Technology Dividend Index Fund · $4.3B$21,993

TDIV

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 14.3% in common

TDIVMeasureJEPQ

+19.6%Year to dateJan 1 → Nov 4+8.5%

+15.8%1 yearTotal return+9.3%

+30.4%3 years · per year$10,000 became $22,150 · $17,406+20.3%

+17.1%5 years · per year$10,000 became $21,993 · […][…]

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

1.38%Trailing 12-mo yield$138 · $1,217 a year on $10k12.17%

−16.3%Worst dropSmaller is better−8.8%

20.8%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

TDIV vs JEPQ: Top 5 Holdings

Today

TDIV

40.7%in top 5

JEPQ

in top 527.9%

TDIVStockJEPQ

9.7%TXNnot top 5

8.6%IBMnot top 5

8.3%MSFT5.6%

7.3%AVGOnot top 5

not top 5NVDA7.1%

6.8%ORCLnot top 5

not top 5AAPL6.8%

not top 5MU4.2%

not top 5GOOG4.1%

Held in common14.3%

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

TDIV vs JEPQ Returns, Every Period

First TrustTDIV

+15.8%

past year

JEPQJ.P. Morgan

+9.3%

past year

TDIVJEPQFaded: behind in that period

3–0TDIV wins

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

TDIV vs JEPQ

YTD

First TrustTDIV

+19.6%

JEPQJ.P. Morgan

+8.5%

+19.6%Year to date+8.5%

−16.3%Worst drop · 1Y−8.8%

20.8%Volatility · 1Y15.5%

1.4%Yield12.2%

$4.3BAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: TDIV, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

TDIV0.50%$50

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

Yields: TDIV, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

TDIV1.38%$138

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

TDIV$138 − $50 = $88

KeptFee

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

Overlap: TDIV, JEPQ

Today

14.3%most shared, TDIV and JEPQ

TDIVJEPQ

TDIV—14.3%

JEPQ14.3%—

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

Return vs Bumpiness: 2 ETFs

+15.8%TDIV, at 20.8% volatility

JEPQWorst drop−8.8%15.5% vol

TDIVWorst drop−16.3%20.8% vol

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

Paid More vs Made More

YTD

JEPQTDIV

+8.5%Year to date+19.6%

12.2%Yield1.4%

+9.3%Past year+15.8%

0.35%Fee0.50%

2–2level

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