JEPI vs TIZE

AJEPI

BTIZE

Measures won2–0JEPI wins · of 6 · 3Y

$10,000 · 3Y$17,234SCHD · JEPI $13,729

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 common[…]JEPI and TIZE

JPMorgan Equity Premium Income ETF · $46.8BTCW Securitized Income ETF · $31M

+11.1%3 years · per year$13,729 · […][…]

+7.8%5 years · per year$14,545 · […][…]

0.35%Expense ratio$35 · $40 on $10k · lower wins0.40%

7.84%12-mo yield$784 · $77 on $10k0.77%

Cards for this view

JEPI

JPMorgan Equity Premium Income

$13,729

TIZE

TCW Securitized Income

[…]

MeasureJEPITIZE

Fee0.35%0.40%

Cost on $10k a year$35$40

Yield7.84%0.77%

5 years, per year+7.8%[…]

3 years, per year+11.1%[…]

Worst drop · 1Y−6.7%[…]

Volatility · 1Y9.0%[…]

#
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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B
3	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.77%	0.0%	new	new	new	new	[…]	$31M

#
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	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B
3	BTIZE	TCW Securitized Income ETFRead Desk	0.40%	0.77%	0.0%	new	new	new	new	[…]	$31M

Loading…