JEPI vs CGDV

AJEPI

BCGDV

Measures won3–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$15,497VEA · JEPI $14,429

Lowest cost0.03%VEA · $3 on $10k

Most income7.92%JEPI · $792 on $10k

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

Held in common27.3%JEPI and CGDV

JPMorgan Equity Premium Income ETF · $45.2BCapital Group Dividend Value ETF · $37.8B

+10.9%3 years · per year$13,634 · $18,754+23.3%

+7.6%5 years · per year$14,429 · […][…]

0.35%Expense ratio$35 · $33 on $10k · lower wins0.33%

7.92%12-mo yield$792 · $124 on $10k

Cards for this view

JEPI

JPMorgan Equity Premium Income

$14,429

CGDV

Capital Group Dividend Value

[…]

MeasureJEPICGDV

Fee0.35%0.33%

Cost on $10k a year$35$33

Yield7.92%1.24%

5 years, per year+7.6%[…]

3 years, per year+10.9%+23.3%

Worst drop · 1Y−6.7%−9.7%

Volatility · 1Y9.0%

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	−0.8%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$37.8B

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	−0.8%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$37.8B

Loading…