SDVD vs JEPI

ASDVD

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,510JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income9.00%SDVD · $900 on $10k

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

Held in common0.8%SDVD and JEPI

SDVD

JEPI

FT Vest SMID Rising Dividend Achievers Target Income ETF · $913MJPMorgan Equity Premium Income ETF · $46.8B

+17.4%3 years · per year$16,182 · $13,724+11.1%

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

0.85%Expense ratio$85 · $35 on $10k · lower wins0.35%

9.00%12-mo yield$900 · $786 on $10k7.86%

−8.9%

End-of-day Nov 12, 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%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
2	ASDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk		0.85%	9.00%	−0.5%	+13.7%	+15.1%	+17.4%	new	−8.9%	$913M

End-of-day Nov 12, 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%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
2	ASDVD	FT Vest SMID Rising Dividend Achievers Target Income ETFRead Desk		0.85%	9.00%	−0.5%	+13.7%	+15.1%	+17.4%	new	−8.9%	$913M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SDVD vs JEPI

SDVD

FT Vest SMID Rising Dividend Achievers Target Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureSDVDJEPI

Fee0.85%0.35%

Cost on $10k a year$85$35

Yield9.00%7.86%

5 years, per year[…]+7.7%

3 years, per year+17.4%+11.1%

Worst drop · 1Y−8.9%−6.7%

Volatility · 1Y14.5%

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SDVD vs JEPI

Both

Both

$10,000 in SDVD, JEPI

Overlap: SDVD, JEPI

SDVD vs JEPI

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Overlap: SDVD, JEPI

Income After Fees on $10,000