TDTF vs JEPI

ATDTF

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,519JEPI · TDTF $10,057

Lowest cost0.19%TDTF · $19 on $10k

Most income7.87%JEPI · $787 on $10k

Smallest drop−3.7%TDTF · worst fall in 1Y

Held in common[…]TDTF and JEPI

Northern Trust iBoxx 5-Year Target Duration TIPS ETF · $1.2BJPMorgan Equity Premium Income ETF · $47.1B

+3.7%3 years · per year$11,147 · $13,696+11.1%

+0.1%5 years · per year$10,057 · $14,519+7.7%

0.19%Expense ratio$19 · $35 on $10k · lower wins0.35%

5.09%12-mo yield$509 · $787 on $10k7.87%

End-of-day Nov 13, 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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
2	ATDTF	Northern Trust iBoxx 5-Year Target Duration TIPS ETFRead Desk		0.19%	5.09%	−0.1%	−1.5%	−1.6%	+3.7%	+0.1%	−3.7%	$1.2B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
2	ATDTF	Northern Trust iBoxx 5-Year Target Duration TIPS ETFRead Desk		0.19%	5.09%	−0.1%	−1.5%	−1.6%	+3.7%	+0.1%	−3.7%	$1.2B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TDTF

Northern Trust iBoxx 5-Year Target Duration TIPS

$10,058

JEPI

JPMorgan Equity Premium Income

$14,519

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