Compare · 2 funds side by side · dividends reinvested

BFAP and JEPI

BFAPFirst Trust×JEPIJ.P. Morgan×

Versus in desk

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

02 / 04

BFAP and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.1

FT Vest Bitcoin Strategy Floor15 ETF - AprilCrypto · Spot bitcoin0.90%21.48%−11.7%−19.8%[…][…]−31.2%21.9%$786K1.8

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: BFAP 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest Bitcoin Strategy Floor15 ETF - April · $786K[…]

BFAP

JEPI

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

$10,000 five years ago, dividends reinvested

BFAPMeasureJEPI

−11.7%Year to dateJan 1 → Nov 4+8.8%

−19.8%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

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

0.90%Expense ratio$90 · $35 a year on $10k · lower is better0.35%

21.48%Trailing 12-mo yield$2,148 · $783 a year on $10k7.83%

−31.2%Worst dropSmaller is better−6.7%

21.9%VolatilityLower is calmer8.1%

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

1–5JEPI wins

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

More Ways to See the Pairs

BFAP vs JEPI: Top 5 Holdings

Today

BFAP

[…]in top 5

JEPI

in top 59.5%

BFAPStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common[…]

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

BFAP vs JEPI Returns, Every Period

First TrustBFAP

−19.8%

past year

JEPIJ.P. Morgan

+11.9%

past year

BFAPJEPIFaded: behind in that period

0–2JEPI wins

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

Crypto vs Income: BFAP vs JEPI

YTD

First TrustBFAP

−11.7%

JEPIJ.P. Morgan

+8.8%

−11.7%Year to date+8.8%

−31.2%Worst drop · 1Y−6.7%

21.9%Volatility · 1Y8.1%

21.5%Yield7.8%

$786KAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: BFAP, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

BFAP0.90%$90

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

Yields: BFAP, JEPI

21.48%highest, BFAP

FundTrailing yieldYield$10k

BFAP21.48%$2,148

JEPI7.83%$783

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

Income After Fees on $10,000

$2,058most kept, BFAP

BFAP$2,148 − $90 = $2,058

JEPI$783 − $35 = $748

KeptFee

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

Overlap: BFAP, JEPI

Today

[…]holdings […]

BFAPJEPI

BFAP—[…]

JEPI[…]—

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

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

BFAPWorst drop−31.2%21.9% vol

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

Paid More vs Made More

YTD

BFAPJEPI

−11.7%Year to date+8.8%

21.5%Yield7.8%

−19.8%Past year+11.9%

0.90%Fee0.35%

3–1JEPI 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