ARP vs JEPI

AARP

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · JEPI $14,510

Lowest cost0.06%SCHD · $6 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common0.0%ARP and JEPI

PMV Adaptive Risk Parity ETF · $73MJPMorgan Equity Premium Income ETF · $46.8B

+14.9%3 years · per year$15,165 · $13,724+11.1%

[…]5 years · per year[…] · $14,510+7.7%

1.88%Expense ratio$188 · $35 on $10k · lower wins0.35%

5.96%12-mo yield$596 · $786 on $10k7.86%

Cards for this view

ARP

PMV Adaptive Risk Parity

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureARPJEPI

Fee1.88%0.35%

Cost on $10k a year$188$35

Yield5.96%7.86%

5 years, per year[…]+7.7%

3 years, per year+14.9%+11.1%

Worst drop · 1Y−10.1%−6.7%

Volatility · 1Y14.6%

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	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
3	AARP	PMV Adaptive Risk Parity ETFRead Desk	1.88%	5.96%	0.0%	+9.7%	+10.6%	+14.9%	new	−10.1%	$73M

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	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
3	AARP	PMV Adaptive Risk Parity ETFRead Desk	1.88%	5.96%	0.0%	+9.7%	+10.6%	+14.9%	new	−10.1%	$73M

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