From 24/7 Wall St. · Ryne Mauck · · 1m
JEPI's 4.42% Gain Lags FYEE's 12.4% Run
JEPI's 4.42% gain trails Fidelity's FYEE ETF at 12.4% in 2026.
In brief
JEPI's 4.42% gain trails Fidelity's FYEE ETF at 12.4% in 2026. JEPI's 4.42% year-to-date return lags Fidelity's FYEE ETF's 12.4% gain for investors seeking income with market upside. Originally reported by 24/7 Wall St..
JEPI's 2026 Performance
JEPI delivered steady income and muted volatility as promised in 2026.
JEPI's 4.42% Year-to-Date Return
JEPI shares rose 4.42% year-to-date with $0.37142 per share payment.
FYEE's 12.4% Year-to-Date Gain
FYEE gained 12.4% year-to-date with $2.111 per share distributions.
JEPI vs FYEE Value Comparison
A $100,000 JEPI position is worth $110,888 versus FYEE's $120,304.
FYEE's Strategy Advantage
FYEE uses a smaller option overlay to capture more market upside while funding competitive distributions.
Investor Options for Switching
Investors can redirect contributions to FYEE or swap within an IRA to avoid capital gains tax.
Why FYEE Outperformed
FYEE's lighter option overlay let more market rallies through to shareholders while funding competitive distributions.
At a glance
JEPI's 4.42% year-to-date return lags Fidelity's FYEE ETF's 12.4% gain for investors seeking income with market upside.
