ASEA vs JEPI
5Y+15.5%3 years · per year$15,422 · $13,684+11.0%
+9.4%5 years · per year$15,645 · $14,453+7.6%
0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%
3.97%12-mo yield$397 · $792 on $10k7.92%
−12.5%Worst dropSmaller wins−6.7%
14.5%VolatilityLower wins9.0%
2–4JEPI wins
$10,000 · 5 yearsAll three, one scale
Shared top holdingsASEA · JEPI
They share no top holdings, or holdings aren’t on file […]
Held in common0.0%
End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two