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ACTIF

BVIG

Measures won1–3VIG 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−6.7%JEPI · worst fall in 1Y

Held in common15.4%CTIF and VIG

EA Series Trust - Castellan Targeted Income ETF · $201MVanguard Dividend Appreciation ETF · $116B

[…]3 years · per year[…] · $16,797+18.9%

[…]5 years · per year[…] · $16,513+10.6%

0.45%Expense ratio$45 · $4 on $10k · lower wins0.04%

4.68%12-mo yield$468 · $145 on $10k1.45%

Cards for this view

CTIF

EA Series Trust - Castellan Targeted Income

[…]

VIG

Vanguard Dividend Appreciation

$16,513

MeasureCTIFVIG

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield4.68%1.45%

5 years, per year[…]+10.6%

3 years, per year[…]+18.9%

Worst drop · 1Y−9.5%−7.9%

Volatility · 1Y13.5%11.0%

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$115.8B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.0B
3	ACTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk	0.45%	4.68%	0.0%	+13.1%	+12.9%	new	new	−9.5%	$201M

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$115.8B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.0B
3	ACTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk	0.45%	4.68%	0.0%	+13.1%	+12.9%	new	new	−9.5%	$201M