DFMC vs JEPI

ADFMC

BJEPI

Measures won0–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · JEPI $14,545

Lowest cost0.06%SCHD · $6 on $10k

Most income7.84%JEPI · $784 on $10k

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

Held in common0.0%DFMC and JEPI

U.S. Micro Cap Portfolio ETF · $7.6BJPMorgan Equity Premium Income ETF · $46.6B

[…]3 years · per year[…] · $13,729+11.1%

[…]5 years · per year[…] · $14,545+7.8%

0.43%Expense ratio$43 · $35 on $10k · lower wins0.35%

0.47%12-mo yield$47 · $784 on $10k7.84%

Cards for this view

DFMC

U.S. Micro Cap Portfolio

[…]

JEPI

JPMorgan Equity Premium Income

$14,545

MeasureDFMCJEPI

Fee0.43%0.35%

Cost on $10k a year$43$35

Yield0.47%7.84%

5 years, per year[…]+7.8%

3 years, per year[…]+11.1%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]9.0%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	ADFMC	U.S. Micro Cap Portfolio ETFRead Desk	0.43%	0.47%	+0.7%	new	new	new	new	[…]	$7.6B

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	ADFMC	U.S. Micro Cap Portfolio ETFRead Desk	0.43%	0.47%	+0.7%	new	new	new	new	[…]	$7.6B

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