FDD vs JEPI

AFDD

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,998FDD · JEPI $14,545

Lowest cost0.35%JEPI · $35 on $10k

Most income7.84%JEPI · $784 on $10k

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

Held in common0.0%FDD and JEPI

First Trust STOXX European Select Dividend Index Fund · $883MJPMorgan Equity Premium Income ETF · $46.8B

+28.9%3 years · per year$21,402 · $13,729+11.1%

+12.5%5 years · per year$17,998 · $14,545+7.8%

0.56%Expense ratio$56 · $35 on $10k · lower wins0.35%

5.49%12-mo yield$549 · $784 on $10k7.84%

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	AFDD	First Trust STOXX European Select Dividend Index FundRead Desk		0.56%	5.49%	−0.5%	+15.3%	+23.8%	+28.9%	+12.5%	−9.4%	$883M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AFDD	First Trust STOXX European Select Dividend Index FundRead Desk		0.56%	5.49%	−0.5%	+15.3%	+23.8%	+28.9%	+12.5%	−9.4%	$883M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDD

First Trust STOXX European Select Dividend Index Fund

$17,998

JEPI

JPMorgan Equity Premium Income

$14,545

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