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AJEPI

BFDLS

Measures won4–1JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,151VUG · IWF $15,505

Lowest cost0.03%VUG · $3 on $10k

Most income7.87%JEPI · $787 on $10k

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

Held in common2.1%JEPI and FDLS

JPMorgan Equity Premium Income ETF · $47.1BInspire Fidelis Multi Factor ETF · $252M

+11.1%3 years · per year$13,696 · $17,225+19.9%

+7.7%5 years · per year$14,519 · […][…]

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

7.87%12-mo yield$787 · $87 on $10k

Cards for this view

JEPI

JPMorgan Equity Premium Income

$14,519

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureJEPIFDLS

Fee0.35%0.66%

Cost on $10k a year$35$66

Yield7.87%0.87%

5 years, per year+7.7%[…]

3 years, per year+11.1%+19.9%

Worst drop · 1Y−6.7%−10.8%

Volatility · 1Y9.0%

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1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
4	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	−0.5%	+14.1%	+15.2%	+19.9%	new	−10.8%	$252M

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1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
4	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.87%	−0.5%	+14.1%	+15.2%	+19.9%	new	−10.8%	$252M