TDIV vs JEPI

ATDIV

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$21,024TDIV · JEPI $14,510

Lowest cost0.35%JEPI · $35 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common7.0%TDIV and JEPI

First Trust NASDAQ Technology Dividend Index Fund · $4.4BJPMorgan Equity Premium Income ETF · $47.3B

+27.6%3 years · per year$20,775 · $13,724+11.1%

+16.0%5 years · per year$21,024 · $14,510+7.7%

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

1.39%12-mo yield$139 · $786 on $10k7.86%

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

5Y2 funds

#			Trend
1	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.39%	−0.1%	+19.1%	+18.4%	+27.6%	+16.0%	−16.3%	$4.4B
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

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

5Y2 funds

#			Trend
1	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.39%	−0.1%	+19.1%	+18.4%	+27.6%	+16.0%	−16.3%	$4.4B
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

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

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$21,024

JEPI

JPMorgan Equity Premium Income

$14,510

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