JEPQ vs FVC

AJEPQ

BFVC

Measures won4–1JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,510JEPI · FVC $11,548

Lowest cost0.30%FVC · $30 on $10k

Most income12.24%JEPQ · $1,224 on $10k

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

Held in common0.0%JEPQ and FVC

JPMorgan Nasdaq Equity Premium Income ETF · $41.8BFirst Trust Dorsey Wright Dynamic Focus 5 ETF · $107M

+17.9%3 years · per year$16,406 · $14,134+12.2%

[…]5 years · per year[…] · $11,548+2.9%

0.35%Expense ratio$35 · $30 on $10k · lower wins0.30%

12.24%12-mo yield$1,224 · $77 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

FVC

First Trust Dorsey Wright Dynamic Focus 5

$11,548

MeasureJEPQFVC

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield12.24%0.77%

5 years, per year[…]+2.9%

3 years, per year+17.9%+12.2%

Worst drop · 1Y−11.5%−13.3%

Volatility · 1Y16.9%

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
2	BFVC	First Trust Dorsey Wright Dynamic Focus 5 ETFRead Desk	0.30%	0.77%	−0.4%	+15.1%	+16.9%	+12.2%	+2.9%	−13.3%	$107M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
2	BFVC	First Trust Dorsey Wright Dynamic Focus 5 ETFRead Desk	0.30%	0.77%	−0.4%	+15.1%	+16.9%	+12.2%	+2.9%	−13.3%	$107M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

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