FTMS vs JEPI

AFTMS

BJEPI

Measures won3–1FTMS wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · JEPI $14,510

Lowest cost0.06%SCHD · $6 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−2.0%FTMS · worst fall in 1Y

Held in common0.0%FTMS and JEPI

Franklin Short-Term Municipal Income ETF · $266MJPMorgan Equity Premium Income ETF · $47.3B

[…]3 years · per year[…] · $13,724+11.1%

[…]5 years · per year[…] · $14,510+7.7%

0.22%Expense ratio$22 · $35 on $10k · lower wins0.35%

3.35%12-mo yield$335 · $786 on $10k7.86%

Cards for this view

FTMS

Franklin Short-Term Municipal Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureFTMSJEPI

Fee0.22%0.35%

Cost on $10k a year$22$35

Yield3.35%7.86%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−2.0%−6.7%

Volatility · 1Y2.2%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
3	AFTMS	Franklin Short-Term Municipal Income ETFRead Desk	0.22%	3.35%	−0.2%	+1.9%	+2.3%	new	new	−2.0%	$266M

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
3	AFTMS	Franklin Short-Term Municipal Income ETFRead Desk	0.22%	3.35%	−0.2%	+1.9%	+2.3%	new	new	−2.0%	$266M

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