BVAL vs JEPI

ABVAL

BJEPI

Measures won1–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,326VUG · JEPI $14,510

Lowest cost0.03%VUG · $3 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common0.0%BVAL and JEPI

Bluemonte Large Cap Value ETF · $321MJPMorgan Equity Premium Income ETF · $47.3B

[…]3 years · per year[…] · $13,724+11.1%

[…]5 years · per year[…] · $14,510+7.7%

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

1.13%12-mo yield$113 · $786 on $10k7.86%

Cards for this view

BVAL

Bluemonte Large Cap Value

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureBVALJEPI

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield1.13%7.86%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−6.7%−6.7%

Volatility · 1Y10.9%9.0%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.13%	−0.4%	+17.7%	+19.2%	new	new	−6.7%	$321M

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.13%	−0.4%	+17.7%	+19.2%	new	new	−6.7%	$321M

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