USFR vs JEPI

AUSFR

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,510JEPI · USFR $12,194

Lowest cost0.15%USFR · $15 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−0.0%USFR · worst fall in 1Y

Held in common[…]USFR and JEPI

WisdomTree Floating Rate Treasury Fund · $21.3BJPMorgan Equity Premium Income ETF · $46.8B

+4.6%3 years · per year$11,444 · $13,724+11.1%

+4.0%5 years · per year$12,194 · $14,510+7.7%

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

3.71%12-mo yield$371 · $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	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	AUSFR	WisdomTree Floating Rate Treasury FundRead Desk		0.15%	3.71%	0.0%	+3.4%	+4.1%	+4.6%	+4.0%	−0.0%	$21.3B

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	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	AUSFR	WisdomTree Floating Rate Treasury FundRead Desk		0.15%	3.71%	0.0%	+3.4%	+4.1%	+4.6%	+4.0%	−0.0%	$21.3B

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

USFR

WisdomTree Floating Rate Treasury Fund

$12,194

JEPI

JPMorgan Equity Premium Income

$14,510

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