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AMFSV

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,151VUG · JEPI $14,519

Lowest cost0.03%VUG · $3 on $10k

Most income7.87%JEPI · $787 on $10k

Smallest drop−6.4%MFSV · worst fall in 1Y

Held in common21.8%MFSV and JEPI

MFS Active Value ETF · $694MJPMorgan Equity Premium Income ETF · $47.3B

[…]3 years · per year[…] · $13,696+11.1%

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

0.44%Expense ratio$44 · $35 on $10k · lower wins0.35%

1.31%12-mo yield$131 · $787 on $10k7.87%

Cards for this view

MFSV

MFS Active Value

[…]

JEPI

JPMorgan Equity Premium Income

$14,519

MeasureMFSVJEPI

Fee0.44%0.35%

Cost on $10k a year$44$35

Yield1.31%7.87%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−6.4%−6.7%

Volatility · 1Y10.8%9.0%

#
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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.3B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.31%	+0.4%	+15.3%	+17.6%	new	new	−6.4%	$694M

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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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.3B
3	AMFSV	MFS Active Value ETFRead Desk	0.44%	1.31%	+0.4%	+15.3%	+17.6%	new	new	−6.4%	$694M