ELFY vs JEPI

AELFY

BJEPI

Measures won0–4JEPI 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−6.7%JEPI · worst fall in 1Y

Held in common6.9%ELFY and JEPI

ALPS Electrification Infrastructure ETF · $159MJPMorgan Equity Premium Income ETF · $46.6B

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

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

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

1.19%12-mo yield$119 · $792 on $10k7.92%

Cards for this view

ELFY

ALPS Electrification Infrastructure

[…]

JEPI

JPMorgan Equity Premium Income

$14,429

MeasureELFYJEPI

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield1.19%7.92%

5 years, per year[…]+7.6%

3 years, per year[…]+10.9%

Worst drop · 1Y−22.4%−6.7%

Volatility · 1Y22.7%9.0%

#
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	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.19%	−0.8%	+5.5%	+2.3%	new	new	−22.4%	$159M

#
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	AELFY	ALPS Electrification Infrastructure ETFRead Desk	0.50%	1.19%	−0.8%	+5.5%	+2.3%	new	new	−22.4%	$159M

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