FVC vs JEPQ

AFVC

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,583VIG · FVC $11,590

Lowest cost0.04%VIG · $4 on $10k

Most income12.45%JEPQ · $1,245 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%FVC and JEPQ

First Trust Dorsey Wright Dynamic Focus 5 ETF · $105MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+11.8%3 years · per year$13,993 · $16,284+17.6%

+3.0%5 years · per year$11,590 · […][…]

0.30%Expense ratio$30 · $35 on $10k · lower wins0.35%

0.79%12-mo yield$79 · $1,245 on $10k

Cards for this view

FVC

First Trust Dorsey Wright Dynamic Focus 5

$11,590

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFVCJEPQ

Fee0.30%0.35%

Cost on $10k a year$30$35

Yield0.79%12.45%

5 years, per year+3.0%[…]

3 years, per year+11.8%+17.6%

Worst drop · 1Y−13.3%−11.5%

Volatility · 1Y18.8%

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	AFVC	First Trust Dorsey Wright Dynamic Focus 5 ETFRead Desk	0.30%	0.79%	−0.1%	+13.4%	+15.8%	+11.8%	+3.0%	−13.3%	$105M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	AFVC	First Trust Dorsey Wright Dynamic Focus 5 ETFRead Desk	0.30%	0.79%	−0.1%	+13.4%	+15.8%	+11.8%	+3.0%	−13.3%	$105M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

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