GDOC vs JEPI

AGDOC

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,258VYM · JEPI $14,429

Lowest cost0.04%VYM · $4 on $10k

Most income7.92%JEPI · $792 on $10k

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

Held in common8.0%GDOC and JEPI

Goldman Sachs Future Health Care Equity ETF · $20MJPMorgan Equity Premium Income ETF · $45.2B

+11.6%3 years · per year$13,882 · $13,634+10.9%

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

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

0.29%12-mo yield$29 · $792 on $10k

Cards for this view

GDOC

Goldman Sachs Future Health Care Equity

[…]

JEPI

JPMorgan Equity Premium Income

$14,429

MeasureGDOCJEPI

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield0.29%7.92%

5 years, per year[…]+7.6%

3 years, per year+11.6%+10.9%

Worst drop · 1Y−15.7%−6.7%

Volatility · 1Y17.1%

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	+0.5%	+15.9%	+19.4%	+19.6%	+11.5%	−6.7%	$78.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
3	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	+2.4%	+11.0%	+13.6%	+11.6%	new	−15.7%	$20M

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	+0.5%	+15.9%	+19.4%	+19.6%	+11.5%	−6.7%	$78.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
3	AGDOC	Goldman Sachs Future Health Care Equity ETFRead Desk	0.75%	0.29%	+2.4%	+11.0%	+13.6%	+11.6%	new	−15.7%	$20M

Loading…