FDTS vs JEPI

AFDTS

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,609FDTS · VXUS $14,653

Lowest cost0.05%VXUS · $5 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common0.0%FDTS and JEPI

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund · $13MJPMorgan Equity Premium Income ETF · $46.8B

+24.7%3 years · per year$19,387 · $13,724+11.1%

+10.7%5 years · per year$16,609 · $14,510+7.7%

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

2.73%12-mo yield

Cards for this view

FDTS

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund

$16,609

JEPI

JPMorgan Equity Premium Income

$14,510

#
1	AFDTS	First Trust Developed Markets ex-US Small Cap AlphaDEX FundRead Desk	0.80%	2.73%	−0.9%	+16.4%	+22.1%	+24.7%	+10.7%	−13.1%	$13M
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	−0.9%	+10.4%	+12.3%	+19.0%	+7.9%	−11.3%	$163.2B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B

#
1	AFDTS	First Trust Developed Markets ex-US Small Cap AlphaDEX FundRead Desk	0.80%	2.73%	−0.9%	+16.4%	+22.1%	+24.7%	+10.7%	−13.1%	$13M
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	−0.9%	+10.4%	+12.3%	+19.0%	+7.9%	−11.3%	$163.2B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B

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