MJSC vs JEPI

AMJSC

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,776VXUS · JEPI $14,545

Lowest cost0.05%VXUS · $5 on $10k

Most income7.84%JEPI · $784 on $10k

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

Held in common0.0%MJSC and JEPI

MUFG Japan Small Cap Active ETF · $20MJPMorgan Equity Premium Income ETF · $46.6B

[…]3 years · per year[…] · $13,729+11.1%

[…]5 years · per year[…] · $14,545+7.8%

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

0.57%12-mo yield$57 · $784 on $10k7.84%

Cards for this view

MJSC

MUFG Japan Small Cap Active

[…]

JEPI

JPMorgan Equity Premium Income

$14,545

MeasureMJSCJEPI

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.57%7.84%

5 years, per year[…]+7.8%

3 years, per year[…]+11.1%

Worst drop · 1Y−14.5%−6.7%

Volatility · 1Y22.2%9.0%

#
1	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.38%	+0.9%	+11.4%	+13.9%	+19.1%	+8.1%	−11.3%	$163.2B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	AMJSC	MUFG Japan Small Cap Active ETFRead Desk	0.75%	0.57%	+1.9%	+15.0%	+15.8%	new	new	−14.5%	$20M

#
1	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.38%	+0.9%	+11.4%	+13.9%	+19.1%	+8.1%	−11.3%	$163.2B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	AMJSC	MUFG Japan Small Cap Active ETFRead Desk	0.75%	0.57%	+1.9%	+15.0%	+15.8%	new	new	−14.5%	$20M

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