GISC vs SPY

AGISC

BSPY

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,358SPY

Lowest cost0.09%SPY · $9 on $10k

Most income12.45%JEPQ · $1,245 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.2%GISC and SPY

Guggenheim Funds Trust - Guggenheim Securitized Income ETF · $93MState Street SPDR S&P 500 ETF · $778B

[…]3 years · per year[…] · $17,888+21.4%

[…]5 years · per year[…] · $17,358+11.7%

0.47%Expense ratio$47 · $9 on $10k · lower wins0.09%

1.97%12-mo yield$197 · $101 on $10k1.01%

Cards for this view

GISC

Guggenheim Funds Trust - Guggenheim Securitized Income

[…]

SPY

SPDR S&P 500

$17,358

MeasureGISCSPY

Fee0.47%0.09%

Cost on $10k a year$47$9

Yield1.97%1.01%

5 years, per year[…]+11.7%

3 years, per year[…]+21.4%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.8%

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1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
2	AGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk	0.47%	1.97%	−0.4%	new	new	new	new	[…]	$93M
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

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1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
2	AGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk	0.47%	1.97%	−0.4%	new	new	new	new	[…]	$93M
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

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