AFMC vs JEPI

AAFMC

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,056AFMC · JEPI $14,429

Lowest cost0.35%JEPI · $35 on $10k

Most income7.92%JEPI · $792 on $10k

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

Held in common0.0%AFMC and JEPI

First Trust Active Factor Mid Cap ETF · $252MJPMorgan Equity Premium Income ETF · $46.6B

+20.4%3 years · per year$17,450 · $13,634+10.9%

+9.9%5 years · per year$16,056 · $14,429+7.6%

0.68%Expense ratio$68 · $35 on $10k · lower wins0.35%

0.70%12-mo yield$70 · $792 on $10k7.92%

End-of-day Nov 10, 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	AAFMC	First Trust Active Factor Mid Cap ETFRead Desk		0.68%	0.70%	0.0%	+17.5%	+20.7%	+20.4%	+9.9%	−8.2%	$252M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AAFMC	First Trust Active Factor Mid Cap ETFRead Desk		0.68%	0.70%	0.0%	+17.5%	+20.7%	+20.4%	+9.9%	−8.2%	$252M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AFMC

First Trust Active Factor Mid Cap

$16,056

JEPI

JPMorgan Equity Premium Income

$14,429

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