Compare · 2 funds side by side · dividends reinvested

AFEM and JEPI

AFEMFirst Trust×JEPIJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.0%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,137AFEM · best of the two

Story of the two · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the two · RiskSmallest drop

AFEM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Active Factor Emerging Markets ETFInternational · Emerging0.85%2.79%+15.1%+16.4%+21.1%+10.0%−14.5%21.0%$76M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: AFEM 2016 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Active Factor Emerging Markets ETF · $76M$16,137

AFEM

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,429

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

AFEMMeasureJEPI

+15.1%

More Ways to See the Pairs

AFEM vs JEPI: Top 5 Holdings

Today

AFEM

26.7%in top 5

JEPI

in top 59.8%

AFEMStockJEPI

13.5%2330.TWnot top 5

6.5%005930.Knot top 5

2.9%000660.Knot top 5

not top 5MSFT2.0%

not top 5MA

Cost, Income and Risk

Fees: AFEM, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

AFEM0.85%$85

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

Yields: AFEM, JEPI

1Y

7.92%highest, JEPI

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+7.6%

+16.4%1 yearTotal return+10.6%

+21.1%3 years · per year$10,000 became $17,756 · $13,634+10.9%

+10.0%5 years · per year$10,000 became $16,137 · $14,429+7.6%

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

2.79%Trailing 12-mo yield$279 · $792 a year on $10k7.92%

−14.5%Worst dropSmaller is better−6.7%

21.0%VolatilityLower is calmer9.0%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%

2.0%1398.HKnot top 5

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

1.9%3328.HKnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

AFEM vs JEPI Returns, Every Period

5Y

First TrustAFEM

+10.0%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

AFEMJEPIFaded: behind in that period

4–0AFEM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

International vs Income: AFEM vs JEPI

YTD

First TrustAFEM

+15.1%

JEPIJ.P. Morgan

+7.6%

+15.1%Year to date+7.6%

−14.5%Worst drop · 1Y−6.7%

21.0%Volatility · 1Y9.0%

2.8%Yield7.9%

$76.4MAssets$46.6B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPI7.92%$792

AFEM2.79%$279

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

AFEM$279 − $85 = $194

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: AFEM, JEPI

Today

0.0%most shared, AFEM and JEPI

AFEMJEPI

AFEM—0.0%

JEPI0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+16.4%AFEM, at 21.0% volatility

JEPIWorst drop−6.7%9.0% vol

AFEMWorst drop−14.5%21.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIAFEM

+7.6%Year to date+15.1%

7.9%Yield2.8%

+10.6%Past year+16.4%

0.35%Fee0.85%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

Loading…

AFEM and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two