ASMF vs JEPI

AASMF

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · JEPI $14,429

Lowest cost0.06%SCHD · $6 on $10k

Most income7.92%JEPI · $792 on $10k

Smallest drop−6.3%ASMF · worst fall in 1Y

Held in common[…]ASMF and JEPI

Virtus AlphaSimplex Managed Futures ETF · $31MJPMorgan Equity Premium Income ETF · $45.2B

[…]3 years · per year[…] · $13,634+10.9%

[…]5 years · per year[…] · $14,429+7.6%

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

0.20%12-mo yield$20 · $792 on $10k7.92%

Cards for this view

ASMF

Virtus AlphaSimplex Managed Futures

[…]

JEPI

JPMorgan Equity Premium Income

$14,429

MeasureASMFJEPI

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield0.20%7.92%

5 years, per year[…]+7.6%

3 years, per year[…]+10.9%

Worst drop · 1Y−6.3%−6.7%

Volatility · 1Y12.0%9.0%

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
3	AASMF	Virtus AlphaSimplex Managed Futures ETFRead Desk	0.80%	0.20%	+1.3%	+10.0%	+13.9%	new	new	−6.3%	$31M

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
3	AASMF	Virtus AlphaSimplex Managed Futures ETFRead Desk	0.80%	0.20%	+1.3%	+10.0%	+13.9%	new	new	−6.3%	$31M

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