DFII vs VYM

ADFII

BVYM

Measures won1–3VYM wins · of 6 · 5Y

$10,000 · 5Y$17,387VYM · JEPI $14,510

Lowest cost0.04%VYM · $4 on $10k

Most income21.39%DFII · $2,139 on $10k

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

Held in common[…]DFII and VYM

FT Vest Bitcoin Strategy & Target Income ETF · $19MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,411+20.3%

[…]5 years · per year[…] · $17,387+11.7%

0.85%Expense ratio$85 · $4 on $10k · lower wins0.04%

21.39%12-mo yield$2,139 · $223 on $10k2.23%

Cards for this view

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

VYM

Vanguard High Dividend Yield

$17,387

MeasureDFIIVYM

Fee0.85%0.04%

Cost on $10k a year$85$4

Yield21.39%2.23%

5 years, per year[…]+11.7%

3 years, per year[…]+20.3%

Worst drop · 1Y−41.0%−6.7%

Volatility · 1Y41.9%10.8%

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.1%	+17.1%	+19.1%	+20.3%	+11.7%	−6.7%	$78.9B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	21.39%	−4.0%	−20.4%	−31.0%	new	new	−41.0%	$19M

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.1%	+17.1%	+19.1%	+20.3%	+11.7%	−6.7%	$78.9B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk	0.85%	21.39%	−4.0%	−20.4%	−31.0%	new	new	−41.0%	$19M

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