PRFD vs JEPI

APRFD

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,429JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income7.92%JEPI · $792 on $10k

Smallest drop−3.6%PRFD · worst fall in 1Y

Held in common0.0%PRFD and JEPI

PRFD

JEPI

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund · $236MJPMorgan Equity Premium Income ETF · $45.2B

+9.2%3 years · per year$13,013 · $13,634+10.9%

[…]5 years · per year[…] · $14,429+7.6%

0.87%Expense ratio$87 · $35 on $10k · lower wins0.35%

6.07%12-mo yield$607 · $792 on $10k7.92%

−3.6%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
2	APRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk		0.87%	6.07%	−0.3%	+0.5%	+1.2%	+9.2%	new	−3.6%	$236M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
2	APRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk		0.87%	6.07%	−0.3%	+0.5%	+1.2%	+9.2%	new	−3.6%	$236M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PRFD vs JEPI

PRFD

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund

[…]

JEPI

JPMorgan Equity Premium Income

$14,429

MeasurePRFDJEPI

Fee0.87%0.35%

Cost on $10k a year$87$35

Yield6.07%7.92%

5 years, per year[…]+7.6%

3 years, per year+9.2%+10.9%

Worst drop · 1Y−3.6%−6.7%

Volatility · 1Y3.6%

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PRFD vs JEPI

Both

Both

$10,000 in PRFD, JEPI

Overlap: PRFD, JEPI

PRFD vs JEPI

JEPQ vs JEPI

SCHD vs VIG

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Overlap: PRFD, JEPI

Income After Fees on $10,000