JEPQ vs FVC

AJEPQ

BFVC

Measures won4–1JEPQ wins · of 6 · 5Y

$10,000 · 5Y$17,258VYM · FVC $11,590

Lowest cost0.04%VYM · $4 on $10k

Most income12.45%JEPQ · $1,245 on $10k

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

Held in common0.0%JEPQ and FVC

JPMorgan Nasdaq Equity Premium Income ETF · $42.0BFirst Trust Dorsey Wright Dynamic Focus 5 ETF · $107M

+17.6%3 years · per year$16,284 · $13,993+11.8%

[…]5 years · per year[…] · $11,590+3.0%

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

12.45%12-mo yield$1,245 · $79 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

FVC

First Trust Dorsey Wright Dynamic Focus 5

$11,590

MeasureJEPQFVC

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield12.45%0.79%

5 years, per year[…]+3.0%

3 years, per year+17.6%+11.8%

Worst drop · 1Y−11.5%−13.3%

Volatility · 1Y16.9%

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	+0.5%	+15.9%	+19.4%	+19.6%	+11.5%	−6.7%	$78.9B
2	BFVC	First Trust Dorsey Wright Dynamic Focus 5 ETFRead Desk	0.30%	0.79%	−0.1%	+13.4%	+15.8%	+11.8%	+3.0%	−13.3%	$107M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	+0.5%	+15.9%	+19.4%	+19.6%	+11.5%	−6.7%	$78.9B
2	BFVC	First Trust Dorsey Wright Dynamic Focus 5 ETFRead Desk	0.30%	0.79%	−0.1%	+13.4%	+15.8%	+11.8%	+3.0%	−13.3%	$107M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

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