CSHP vs JEPI

ACSHP

BJEPI

Measures won3–1CSHP 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−0.7%CSHP · worst fall in 1Y

Held in common20.7%CSHP and JEPI

iShares Dynamic Short-Term Active ETF · $379MJPMorgan Equity Premium Income ETF · $46.6B

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

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

0.20%Expense ratio$20 · $35 on $10k · lower wins0.35%

3.96%12-mo yield$396 · $792 on $10k7.92%

Cards for this view

CSHP

iShares Dynamic Short-Term Active

[…]

JEPI

JPMorgan Equity Premium Income

$14,429

MeasureCSHPJEPI

Fee0.20%0.35%

Cost on $10k a year$20$35

Yield3.96%7.92%

5 years, per year[…]+7.6%

3 years, per year[…]+10.9%

Worst drop · 1Y−0.7%−6.7%

Volatility · 1Y1.9%

#
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%	$122.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
3	ACSHP	iShares Dynamic Short-Term Active ETFRead Desk	0.20%	3.96%	0.0%	+3.4%	+3.9%	new	new	−0.7%	$379M

#
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%	$122.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
3	ACSHP	iShares Dynamic Short-Term Active ETFRead Desk	0.20%	3.96%	0.0%	+3.4%	+3.9%	new	new	−0.7%	$379M

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