DFE vs JEPI

ADFE

BJEPI

Measures won1–5JEPI wins · 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 common0.0%DFE and JEPI

WisdomTree Europe SmallCap Dividend Fund · $161MJPMorgan Equity Premium Income ETF · $47.0B

+17.8%3 years · per year$16,361 · $13,696+11.1%

+4.5%5 years · per year$12,449 · $14,519+7.7%

0.58%Expense ratio$58 · $35 on $10k · lower wins0.35%

4.05%12-mo yield$405 · $787 on $10k

Cards for this view

DFE

WisdomTree Europe SmallCap Dividend Fund

$12,449

JEPI

JPMorgan Equity Premium Income

$14,519

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$115.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.0B
3	ADFE	WisdomTree Europe SmallCap Dividend FundRead Desk	0.58%	4.05%	−0.1%	+7.1%	+13.4%	+17.8%	+4.5%	−11.4%	$161M

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$115.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.0B
3	ADFE	WisdomTree Europe SmallCap Dividend FundRead Desk	0.58%	4.05%	−0.1%	+7.1%	+13.4%	+17.8%	+4.5%	−11.4%	$161M

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