CERY vs JEPI

ACERY

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$21,169GLD · JEPI $14,510

Lowest cost0.28%CERY · $28 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common[…]CERY and JEPI

State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF · $1.2BJPMorgan Equity Premium Income ETF · $46.8B

[…]3 years · per year[…] · $13,724+11.1%

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

0.28%Expense ratio$28 · $35 on $10k · lower wins0.35%

3.79%12-mo yield$379 · $786 on $10k7.86%

Cards for this view

CERY

SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureCERYJEPI

Fee0.28%0.35%

Cost on $10k a year$28$35

Yield3.79%7.86%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−14.3%−6.7%

Volatility · 1Y16.9%

#
1	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−2.8%	−10.5%	−6.6%	+24.8%	+16.2%	−28.4%	$135.7B
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	ACERY	State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETFRead Desk	0.28%	3.79%	+0.5%	+31.6%	+32.2%	new	new	−14.3%	$1.2B

#
1	GLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−2.8%	−10.5%	−6.6%	+24.8%	+16.2%	−28.4%	$135.7B
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	ACERY	State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETFRead Desk	0.28%	3.79%	+0.5%	+31.6%	+32.2%	new	new	−14.3%	$1.2B

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