EUFN vs JEPI

AEUFN

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$23,770EUFN · SCHD $16,428

Lowest cost0.06%SCHD · $6 on $10k

Most income7.92%JEPI · $792 on $10k

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

Held in common0.0%EUFN and JEPI

iShares MSCI Europe Financials ETF · $3.1BJPMorgan Equity Premium Income ETF · $45.2B

+35.1%3 years · per year$24,636 · $13,634+10.9%

+18.9%5 years · per year$23,770 · $14,429+7.6%

0.49%Expense ratio$49 · $35 on $10k · lower wins0.35%

4.14%12-mo yield$414 · $792 on $10k

Cards for this view

EUFN

iShares MSCI Europe Financials

$23,770

JEPI

JPMorgan Equity Premium Income

$14,429

#
1	AEUFN	iShares MSCI Europe Financials ETFRead Desk	0.49%	4.14%	+3.8%	+10.9%	+22.5%	+35.1%	+18.9%	−14.8%	$3.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
3	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

#
1	AEUFN	iShares MSCI Europe Financials ETFRead Desk	0.49%	4.14%	+3.8%	+10.9%	+22.5%	+35.1%	+18.9%	−14.8%	$3.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
3	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

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