MFSI vs JEPI

AMFSI

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,653VXUS · JEPI $14,510

Lowest cost0.05%VXUS · $5 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common0.0%MFSI and JEPI

MFS Active Exchange Traded Funds Trust - MFS Active International ETF · $1.3BJPMorgan Equity Premium Income ETF · $46.8B

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

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

0.59%Expense ratio$59 · $35 on $10k · lower wins0.35%

0.77%12-mo yield$77 · $786 on $10k7.86%

Cards for this view

MFSI

MFS Active Exchange Traded Funds Trust - MFS Active International

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureMFSIJEPI

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield0.77%7.86%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−11.2%−6.7%

Volatility · 1Y15.8%

#
1	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	−0.9%	+10.4%	+12.3%	+19.0%	+7.9%	−11.3%	$163.2B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	AMFSI	MFS Active Exchange Traded Funds Trust - MFS Active International ETFRead Desk	0.59%	0.77%	−0.5%	+8.2%	+10.2%	new	new	−11.2%	$1.3B

#
1	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	−0.9%	+10.4%	+12.3%	+19.0%	+7.9%	−11.3%	$163.2B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	AMFSI	MFS Active Exchange Traded Funds Trust - MFS Active International ETFRead Desk	0.59%	0.77%	−0.5%	+8.2%	+10.2%	new	new	−11.2%	$1.3B

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