JEPI vs FDLS

AJEPI

BFDLS

Measures won4–1JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · JEPI $14,545

Lowest cost0.06%SCHD · $6 on $10k

Most income7.84%JEPI · $784 on $10k

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

Held in common2.1%JEPI and FDLS

JPMorgan Equity Premium Income ETF · $46.8BInspire Fidelis Multi Factor ETF · $251M

+11.1%3 years · per year$13,729 · $17,256+19.9%

+7.8%5 years · per year$14,545 · […][…]

0.35%Expense ratio$35 · $66 on $10k · lower wins0.66%

7.84%12-mo yield$784 · $86 on $10k

Cards for this view

JEPI

JPMorgan Equity Premium Income

$14,545

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureJEPIFDLS

Fee0.35%0.66%

Cost on $10k a year$35$66

Yield7.84%0.86%

5 years, per year+7.8%[…]

3 years, per year+11.1%+19.9%

Worst drop · 1Y−6.7%−10.8%

Volatility · 1Y9.0%

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B
3	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+1.4%	+15.6%	+17.9%	+19.9%	new	−10.8%	$251M

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B
3	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+1.4%	+15.6%	+17.9%	+19.9%	new	−10.8%	$251M

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