JEPI vs FDLS

AJEPI

BFDLS

Measures won4–1JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · JEPI $14,510

Lowest cost0.03%VTV · $3 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common2.1%JEPI and FDLS

JPMorgan Equity Premium Income ETF · $47.3BInspire Fidelis Multi Factor ETF · $255M

+11.1%3 years · per year$13,724 · $17,167+19.7%

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

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

7.86%12-mo yield$786 · $87 on $10k

Cards for this view

JEPI

JPMorgan Equity Premium Income

$14,510

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureJEPIFDLS

Fee0.35%0.66%

Cost on $10k a year$35$66

Yield7.86%0.87%

5 years, per year+7.7%[…]

3 years, per year+11.1%+19.7%

Worst drop · 1Y−6.7%−10.8%

Volatility · 1Y9.0%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	AJEPI	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	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	−0.9%	+14.6%	+16.7%	+19.7%	new	−10.8%	$255M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	AJEPI	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	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	−0.9%	+14.6%	+16.7%	+19.7%	new	−10.8%	$255M

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