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AAFSC

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · IWF $15,505

Lowest cost0.06%SCHD · $6 on $10k

Most income7.87%JEPI · $787 on $10k

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

Held in common0.0%AFSC and JEPI

abrdn Focused U.S. Small Cap Active ETF · $10MJPMorgan Equity Premium Income ETF · $47.1B

[…]3 years · per year[…] · $13,696+11.1%

[…]5 years · per year[…] · $14,519+7.7%

1.09%Expense ratio$109 · $35 on $10k · lower wins0.35%

0.06%12-mo yield$6 · $787 on $10k7.87%

Cards for this view

AFSC

abrdn Focused U.S. Small Cap Active

[…]

JEPI

JPMorgan Equity Premium Income

$14,519

MeasureAFSCJEPI

Fee1.09%0.35%

Cost on $10k a year$109$35

Yield0.06%7.87%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−11.4%−6.7%

Volatility · 1Y18.9%9.0%

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
4	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	−0.2%	+19.5%	+20.5%	new	new	−11.4%	$10M

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
4	AAFSC	abrdn Focused U.S. Small Cap Active ETFRead Desk	1.09%	0.06%	−0.2%	+19.5%	+20.5%	new	new	−11.4%	$10M