EVPF vs JEPI

AEVPF

BJEPI

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$14,519JEPI · BND $9,762

Lowest cost0.03%BND · $3 on $10k

Most income7.87%JEPI · $787 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common0.5%EVPF and JEPI

Eaton Vance Preferred Securities and Income ETF · $58MJPMorgan Equity Premium Income ETF · $47.0B

[…]3 years · per year[…] · $13,696+11.1%

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

0.20%Expense ratio$20 · $35 on $10k · lower wins0.35%

3.78%12-mo yield$378 · $787 on $10k7.87%

Cards for this view

EVPF

Eaton Vance Preferred Securities and Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,519

MeasureEVPFJEPI

Fee0.20%0.35%

Cost on $10k a year$20$35

Yield3.78%7.87%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]9.0%

#
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.0B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.1%	−1.5%	−1.4%	+4.1%	−0.5%	−4.5%	$167.4B
3	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.78%	−0.2%	new	new	new	new	[…]	$58M

#
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.0B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.1%	−1.5%	−1.4%	+4.1%	−0.5%	−4.5%	$167.4B
3	AEVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.78%	−0.2%	new	new	new	new	[…]	$58M

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