SVAL vs JEPI

ASVAL

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · SVAL $14,577

Lowest cost0.06%SCHD · $6 on $10k

Most income7.84%JEPI · $784 on $10k

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

Held in common0.0%SVAL and JEPI

iShares US Small Cap Value Factor ETF · $161MJPMorgan Equity Premium Income ETF · $46.6B

+19.3%3 years · per year$16,990 · $13,729+11.1%

+7.8%5 years · per year$14,577 · $14,545+7.8%

0.20%Expense ratio$20 · $35 on $10k · lower wins0.35%

2.19%12-mo yield$219 · $784 on $10k

Cards for this view

SVAL

iShares US Small Cap Value Factor

$14,577

JEPI

JPMorgan Equity Premium Income

$14,545

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.19%	+0.8%	+25.9%	+30.9%	+19.3%	+7.8%	−9.0%	$161M
3	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

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	ASVAL	iShares US Small Cap Value Factor ETFRead Desk	0.20%	2.19%	+0.8%	+25.9%	+30.9%	+19.3%	+7.8%	−9.0%	$161M
3	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

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