JEPI vs EVPF

AJEPI

BEVPF

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$14,510JEPI

Lowest cost0.20%EVPF · $20 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common0.5%JEPI and EVPF

JPMorgan Equity Premium Income ETF · $47.3BEaton Vance Preferred Securities and Income ETF · $58M

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

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

0.35%Expense ratio$35 · $20 on $10k · lower wins0.20%

7.86%12-mo yield$786 · $377 on $10k3.77%

Cards for this view

JEPI

JPMorgan Equity Premium Income

$14,510

EVPF

Eaton Vance Preferred Securities and Income

[…]

MeasureJEPIEVPF

Fee0.35%0.20%

Cost on $10k a year$35$20

Yield7.86%3.77%

5 years, per year+7.7%[…]

3 years, per year+11.1%[…]

Worst drop · 1Y−6.7%[…]

Volatility · 1Y9.0%[…]

#
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
2	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.2%	+2.8%	new	new	new	[…]	$70M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.77%	−0.5%	new	new	new	new	[…]	$58M

#
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
2	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.2%	+2.8%	new	new	new	[…]	$70M
3	BEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.77%	−0.5%	new	new	new	new	[…]	$58M

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