MFSG vs JEPI

AMFSG

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,326VUG · JEPI $14,510

Lowest cost0.03%VUG · $3 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common24.0%MFSG and JEPI

MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF · $404MJPMorgan Equity Premium Income ETF · $47.3B

[…]3 years · per year[…] · $13,724+11.1%

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

0.49%Expense ratio$49 · $35 on $10k · lower wins0.35%

0.07%12-mo yield$7 · $786 on $10k7.86%

Cards for this view

MFSG

MFS Active Exchange Traded Funds Trust - MFS Active Growth

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureMFSGJEPI

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield0.07%7.86%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−14.3%−6.7%

Volatility · 1Y19.3%9.0%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	BJEPI	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	AMFSG	MFS Active Exchange Traded Funds Trust - MFS Active Growth ETFRead Desk	0.49%	0.07%	−0.3%	+1.2%	−0.1%	new	new	−14.3%	$404M

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	BJEPI	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	AMFSG	MFS Active Exchange Traded Funds Trust - MFS Active Growth ETFRead Desk	0.49%	0.07%	−0.3%	+1.2%	−0.1%	new	new	−14.3%	$404M

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