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AASMF

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,513VIG · JEPI $14,519

Lowest cost0.04%VIG · $4 on $10k

Most income7.87%JEPI · $787 on $10k

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

Held in common[…]ASMF and JEPI

Virtus AlphaSimplex Managed Futures ETF · $32MJPMorgan Equity Premium Income ETF · $47.1B

[…]3 years · per year[…] · $13,696+11.1%

[…]5 years · per year[…] · $14,519+7.7%

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

0.19%12-mo yield$19 · $787 on $10k7.87%

Cards for this view

ASMF

Virtus AlphaSimplex Managed Futures

[…]

JEPI

JPMorgan Equity Premium Income

$14,519

MeasureASMFJEPI

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield0.19%7.87%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−6.3%−6.7%

Volatility · 1Y12.0%9.0%

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
3	AASMF	Virtus AlphaSimplex Managed Futures ETFRead Desk	0.80%	0.19%	0.0%	+12.3%	+14.2%	new	new	−6.3%	$32M

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
3	AASMF	Virtus AlphaSimplex Managed Futures ETFRead Desk	0.80%	0.19%	0.0%	+12.3%	+14.2%	new	new	−6.3%	$32M