FSCS vs JEPI

AFSCS

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,151VUG · JEPI $14,519

Lowest cost0.03%VUG · $3 on $10k

Most income7.87%JEPI · $787 on $10k

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

Held in common1.3%FSCS and JEPI

First Trust SMID Capital Strength ETF · $63MJPMorgan Equity Premium Income ETF · $47.3B

+13.2%3 years · per year$14,488 · $13,696+11.1%

+5.6%5 years · per year$13,156 · $14,519+7.7%

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

1.21%12-mo yield$121 · $787 on $10k

Cards for this view

FSCS

First Trust SMID Capital Strength

$13,156

JEPI

JPMorgan Equity Premium Income

$14,519

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.3B
3	AFSCS	First Trust SMID Capital Strength ETFRead Desk	0.60%	1.21%	0.0%	+6.6%	+7.1%	+13.2%	+5.6%	−7.8%	$63M

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.3B
3	AFSCS	First Trust SMID Capital Strength ETFRead Desk	0.60%	1.21%	0.0%	+6.6%	+7.1%	+13.2%	+5.6%	−7.8%	$63M

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