BVAL vs JEPI

ABVAL

BJEPI

Measures won1–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · JEPI $14,429

Lowest cost0.06%SCHD · $6 on $10k

Most income7.92%JEPI · $792 on $10k

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

Held in common0.0%BVAL and JEPI

Bluemonte Large Cap Value ETF · $312MJPMorgan Equity Premium Income ETF · $45.2B

[…]3 years · per year[…] · $13,634+10.9%

[…]5 years · per year[…] · $14,429+7.6%

0.29%Expense ratio$29 · $35 on $10k · lower wins0.35%

1.14%12-mo yield$114 · $792 on $10k7.92%

Cards for this view

BVAL

Bluemonte Large Cap Value

[…]

JEPI

JPMorgan Equity Premium Income

$14,429

MeasureBVALJEPI

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield1.14%7.92%

5 years, per year[…]+7.6%

3 years, per year[…]+10.9%

Worst drop · 1Y−6.7%−6.7%

Volatility · 1Y10.9%9.0%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.14%	0.0%	+17.3%	+20.5%	new	new	−6.7%	$312M

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.14%	0.0%	+17.3%	+20.5%	new	new	−6.7%	$312M

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