VMBS vs JEPI

AVMBS

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · JEPI $14,519

Lowest cost0.03%VMBS · $3 on $10k

Most income7.87%JEPI · $787 on $10k

Smallest drop−5.1%VMBS · worst fall in 1Y

Held in common[…]VMBS and JEPI

Vanguard Mortgage-Backed Securities ETF · $16.2BJPMorgan Equity Premium Income ETF · $47.0B

+4.9%3 years · per year$11,551 · $13,696+11.1%

+0.1%5 years · per year$10,043 · $14,519+7.7%

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

4.38%12-mo yield$438 · $787 on $10k

Cards for this view

VMBS

Vanguard Mortgage-Backed Securities

$10,043

JEPI

JPMorgan Equity Premium Income

$14,519

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.0B
3	AVMBS	Vanguard Mortgage-Backed Securities ETFRead Desk	0.03%	4.38%	0.0%	−1.3%	−0.9%	+4.9%	+0.1%	−5.1%	$16.2B

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.0B
3	AVMBS	Vanguard Mortgage-Backed Securities ETFRead Desk	0.03%	4.38%	0.0%	−1.3%	−0.9%	+4.9%	+0.1%	−5.1%	$16.2B

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