AFDM vs JEPQ

AAFDM

BJEPQ

Measures won3–2AFDM wins · of 6 · 5Y

$10,000 · 5Y$14,693AFDM · IEMG $13,759

Lowest cost0.09%IEMG · $9 on $10k

Most income12.24%JEPQ · $1,224 on $10k

Smallest drop−10.2%AFDM · worst fall in 1Y

Held in common0.0%AFDM and JEPQ

First Trust Active Factor International ETF · $144MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+21.6%3 years · per year$17,984 · $16,406+17.9%

+8.0%5 years · per year$14,693 · […][…]

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

3.50%12-mo yield$350 · $1,224 on $10k

Cards for this view

AFDM

First Trust Active Factor International

$14,693

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureAFDMJEPQ

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield3.50%12.24%

5 years, per year+8.0%[…]

3 years, per year+21.6%+17.9%

Worst drop · 1Y−10.2%−11.5%

Volatility · 1Y15.5%

#
1	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.50%	−0.7%	+12.6%	+15.8%	+21.6%	+8.0%	−10.2%	$144M
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.41%	−1.4%	+11.7%	+11.5%	+18.8%	+6.6%	−17.8%	$146.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B

#
1	AAFDM	First Trust Active Factor International ETFRead Desk	0.80%	3.50%	−0.7%	+12.6%	+15.8%	+21.6%	+8.0%	−10.2%	$144M
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.41%	−1.4%	+11.7%	+11.5%	+18.8%	+6.6%	−17.8%	$146.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B

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