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ADFSV

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,151VUG · JEPI $14,519

Lowest cost0.03%VUG · $3 on $10k

Most income7.87%JEPI · $787 on $10k

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

Held in common0.0%DFSV and JEPI

U.S. Small Cap Value Portfolio ETF Class Shares · $27.5BJPMorgan Equity Premium Income ETF · $47.1B

+18.4%3 years · per year$16,578 · $13,696+11.1%

[…]5 years · per year[…] · $14,519+7.7%

0.31%Expense ratio$31 · $35 on $10k · lower wins0.35%

1.39%12-mo yield$139 · $787 on $10k

Cards for this view

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

JEPI

JPMorgan Equity Premium Income

$14,519

MeasureDFSVJEPI

Fee0.31%0.35%

Cost on $10k a year$31$35

Yield1.39%7.87%

5 years, per year[…]+7.7%

3 years, per year+18.4%+11.1%

Worst drop · 1Y−9.4%−6.7%

Volatility · 1Y15.2%

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1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.39%	0.0%	+20.1%	+24.7%	+18.4%	new	−9.4%	$27.5B

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1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.39%	0.0%	+20.1%	+24.7%	+18.4%	new	−9.4%	$27.5B