EMDM vs JEPI

AEMDM

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,734VXUS · JEPI $14,429

Lowest cost0.05%VXUS · $5 on $10k

Most income7.92%JEPI · $792 on $10k

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

Held in common0.0%EMDM and JEPI

First Trust Bloomberg Emerging Market Democracies ETF · $39MJPMorgan Equity Premium Income ETF · $45.2B

+27.5%3 years · per year$20,705 · $13,634+10.9%

[…]5 years · per year[…] · $14,429+7.6%

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

3.05%12-mo yield$305 · $792 on $10k

Cards for this view

EMDM

First Trust Bloomberg Emerging Market Democracies

[…]

JEPI

JPMorgan Equity Premium Income

$14,429

MeasureEMDMJEPI

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield3.05%7.92%

5 years, per year[…]+7.6%

3 years, per year+27.5%+10.9%

Worst drop · 1Y−17.5%−6.7%

Volatility · 1Y29.6%

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1	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	−0.7%	+10.4%	+14.3%	+18.7%	+8.1%	−11.3%	$163.2B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
3	AEMDM	First Trust Bloomberg Emerging Market Democracies ETFRead Desk	0.75%	3.05%	−1.4%	+22.8%	+31.5%	+27.5%	new	−17.5%	$39M

#
1	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	−0.7%	+10.4%	+14.3%	+18.7%	+8.1%	−11.3%	$163.2B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
3	AEMDM	First Trust Bloomberg Emerging Market Democracies ETFRead Desk	0.75%	3.05%	−1.4%	+22.8%	+31.5%	+27.5%	new	−17.5%	$39M

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