AESR vs JEPI

AAESR

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,920AESR · JEPI $14,519

Lowest cost0.35%JEPI · $35 on $10k

Most income20.59%AESR · $2,059 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common1.0%AESR and JEPI

Anfield U.S. Equity Sector Rotation ETF · $248MJPMorgan Equity Premium Income ETF · $47.3B

+23.3%3 years · per year$18,762 · $13,696+11.1%

+11.1%5 years · per year$16,920 · $14,519+7.7%

0.97%Expense ratio$97 · $35 on $10k · lower wins0.35%

20.59%12-mo yield$2,059 · $787 on $10k7.87%

End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk		0.97%	20.59%	−0.6%	+11.8%	+11.9%	+23.3%	+11.1%	−13.0%	$248M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.3B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AAESR	Anfield U.S. Equity Sector Rotation ETFRead Desk		0.97%	20.59%	−0.6%	+11.8%	+11.9%	+23.3%	+11.1%	−13.0%	$248M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.3B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AESR

Anfield U.S. Equity Sector Rotation

$16,920

JEPI

JPMorgan Equity Premium Income

$14,519

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