AVTM vs JEPI

AAVTM

BJEPI

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,513VIG · JEPI $14,519

Lowest cost0.04%VIG · $4 on $10k

Most income7.87%JEPI · $787 on $10k

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

Held in common29.4%AVTM and JEPI

Avantis Total Equity Markets ETF 1 · $766MJPMorgan Equity Premium Income ETF · $47.1B

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

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

0.23%Expense ratio$23 · $35 on $10k · lower wins0.35%

0.55%12-mo yield$55 · $787 on $10k7.87%

Cards for this view

AVTM

Avantis Total Equity Markets ETF 1

[…]

JEPI

JPMorgan Equity Premium Income

$14,519

MeasureAVTMJEPI

Fee0.23%0.35%

Cost on $10k a year$23$35

Yield0.55%7.87%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]9.0%

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	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
3	AAVTM	Avantis Total Equity Markets ETF 1Read Desk	0.23%	0.55%	−0.2%	new	new	new	new	[…]	$766M

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	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
3	AAVTM	Avantis Total Equity Markets ETF 1Read Desk	0.23%	0.55%	−0.2%	new	new	new	new	[…]	$766M

Loading…