FTA vs JEPI

AFTA

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,992FTA · 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 common11.8%FTA and JEPI

First Trust Large Cap Value AlphaDEX Fund · $1.5BJPMorgan Equity Premium Income ETF · $46.8B

+19.8%3 years · per year$17,212 · $13,729+11.1%

+11.2%5 years · per year$16,992 · $14,545+7.8%

0.58%Expense ratio$58 · $35 on $10k · lower wins0.35%

1.67%12-mo yield$167 · $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	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.67%	+0.5%	+23.3%	+28.4%	+19.8%	+11.2%	−8.1%	$1.5B
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	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.67%	+0.5%	+23.3%	+28.4%	+19.8%	+11.2%	−8.1%	$1.5B
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

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,992

JEPI

JPMorgan Equity Premium Income

$14,545

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