CVRD vs JEPI

ACVRD

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · JEPI $14,510

Lowest cost0.06%SCHD · $6 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−5.7%CVRD · worst fall in 1Y

Held in common13.7%CVRD and JEPI

Madison Covered Call ETF · $32MJPMorgan Equity Premium Income ETF · $46.8B

+8.6%3 years · per year$12,800 · $13,724+11.1%

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

0.90%Expense ratio$90 · $35 on $10k · lower wins0.35%

7.35%12-mo yield$735 · $786 on $10k7.86%

Cards for this view

CVRD

Madison Covered Call

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureCVRDJEPI

Fee0.90%0.35%

Cost on $10k a year$90$35

Yield7.35%7.86%

5 years, per year[…]+7.7%

3 years, per year+8.6%+11.1%

Worst drop · 1Y−5.7%−6.7%

Volatility · 1Y9.4%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
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	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.35%	−0.4%	+9.0%	+11.6%	+8.6%	new	−5.7%	$32M

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
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	ACVRD	Madison Covered Call ETFRead Desk	0.90%	7.35%	−0.4%	+9.0%	+11.6%	+8.6%	new	−5.7%	$32M

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