AFDM vs JEPI

AAFDM

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$15,197VEA · AFDM $14,561

Lowest cost0.03%VEA · $3 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.0%AFDM and JEPI

AFDM

JEPI

First Trust Active Factor International ETF · $151MJPMorgan Equity Premium Income ETF · $46.8B

+20.7%3 years · per year$17,568 · $13,562+10.7%

+7.8%5 years · per year$14,561 · $14,118+7.1%

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

3.55%12-mo yield$355 · $809 on $10k8.09%

−10.2%Worst dropSmaller wins−6.7%

15.3%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAFDM · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
2	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.55%	−1.1%	+10.9%	+16.9%	+20.7%	+7.8%	−10.2%	$151M
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
2	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.55%	−1.1%	+10.9%	+16.9%	+20.7%	+7.8%	−10.2%	$151M
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFDM vs JEPI

AFDM

First Trust Active Factor International

$14,561

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureAFDMJEPI

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield3.55%8.09%

5 years, per year+7.8%+7.1%

3 years, per year+20.7%+10.7%

Worst drop · 1Y−10.2%−6.7%

Volatility · 1Y15.3%8.8%

4–2measures won
JEPI first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: AFDM, JEPI, VEA

Today

19.2%most shared, AFDM and VEA

AFDMJEPIVEA

AFDM—0.0%19.2%

JEPI0.0%—0.0%

VEA19.2%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

AFDM$355 − $80 = $275

VEA$251 − $3 = $248

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee