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Fidelity's FDLO ETF outperformed JEPI by 15.53% over five years for IRA RMDs.

Market News
11 Nov 2026, 02:33 WIB
247 Wallst
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Fidelity's FDLO ETF outperformed JEPI by 15.53% over five years for IRA RMDs.

Fidelity's Low Volatility Factor ETF (FDLO) returned 60.19% over five years, outperforming JPMorgan's Equity Premium Income ETF (JEPI), which returned 44.66%, making FDLO a stronger option for IRA required minimum distributions (RMDs) in terms of total return. JEPI, however, provides monthly income useful for retirees who prefer automatic cash flow for RMDs without selling shares. Both funds aim for lower volatility but use different strategies: JEPI is actively managed with an income focus, while FDLO tracks a low-volatility index. Retirees should consider their preference for income timing and tax implications when choosing between these ETFs for their IRA RMDs.

As of Nov 11, 2026 07:51 WIB, JEPI trades at USD 57.66 on Pluang with a slight 1-day gain of 0.12%. The ETF holds a market cap of $45.21 billion and sees active trading with a volume of 7,472,303 shares. Buyers dominate order activity at 71%, reflecting ongoing interest in JEPI's income-focused strategy.

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