AFEM vs JEPQ

AAFEM

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,643AFEM · VXUS $14,776

Lowest cost0.05%VXUS · $5 on $10k

Most income12.20%JEPQ · $1,220 on $10k

Smallest drop−11.3%VXUS · worst fall in 1Y

Held in common0.0%AFEM and JEPQ

First Trust Active Factor Emerging Markets ETF · $76MJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+22.2%3 years · per year$18,255 · $16,525+18.2%

+10.7%5 years · per year$16,643 · […][…]

0.85%Expense ratio$85 · $35 on $10k · lower wins0.35%

2.71%12-mo yield$271 · $1,220 on $10k

Cards for this view

AFEM

First Trust Active Factor Emerging Markets

$16,643

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureAFEMJEPQ

Fee0.85%0.35%

Cost on $10k a year$85$35

Yield2.71%12.20%

5 years, per year+10.7%[…]

3 years, per year+22.2%+18.2%

Worst drop · 1Y−14.5%−11.5%

Volatility · 1Y21.1%

#
1	AAFEM	First Trust Active Factor Emerging Markets ETFRead Desk	0.85%	2.71%	+2.7%	+18.2%	+19.6%	+22.2%	+10.7%	−14.5%	$76M
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.38%	+0.9%	+11.4%	+13.9%	+19.1%	+8.1%	−11.3%	$163.2B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

#
1	AAFEM	First Trust Active Factor Emerging Markets ETFRead Desk	0.85%	2.71%	+2.7%	+18.2%	+19.6%	+22.2%	+10.7%	−14.5%	$76M
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.38%	+0.9%	+11.4%	+13.9%	+19.1%	+8.1%	−11.3%	$163.2B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

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