PRFD vs JEPI

APRFD

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,387VYM · JEPI $14,510

Lowest cost0.04%VYM · $4 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common0.0%PRFD and JEPI

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund · $236MJPMorgan Equity Premium Income ETF · $47.3B

+9.0%3 years · per year$12,960 · $13,724+11.1%

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

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

6.09%12-mo yield$609 · $786 on $10k

Cards for this view

PRFD

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasurePRFDJEPI

Fee0.87%0.35%

Cost on $10k a year$87$35

Yield6.09%7.86%

5 years, per year[…]+7.7%

3 years, per year+9.0%+11.1%

Worst drop · 1Y−3.6%−6.7%

Volatility · 1Y3.6%

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.1%	+17.1%	+19.1%	+20.3%	+11.7%	−6.7%	$78.9B
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	APRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk	0.87%	6.09%	−0.3%	+0.2%	+0.7%	+9.0%	new	−3.6%	$236M

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.1%	+17.1%	+19.1%	+20.3%	+11.7%	−6.7%	$78.9B
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	APRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk	0.87%	6.09%	−0.3%	+0.2%	+0.7%	+9.0%	new	−3.6%	$236M

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