GLDI vs JEPI

AGLDI

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,596VIG · GLDI $16,200

Lowest cost0.04%VIG · $4 on $10k

Most income29.12%GLDI · $2,912 on $10k

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

Held in common[…]GLDI and JEPI

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033 · $169MJPMorgan Equity Premium Income ETF · $47.3B

+15.9%3 years · per year$15,559 · $13,724+11.1%

+10.1%5 years · per year$16,200 · $14,510+7.7%

0.65%Expense ratio$65 · $35 on $10k · lower wins0.35%

29.12%

Cards for this view

GLDI

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033

$16,201

JEPI

JPMorgan Equity Premium Income

$14,510

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk	0.65%	29.12%	−2.5%	−7.1%	−2.9%	+15.9%	+10.1%	−16.0%	$169M
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk	0.65%	29.12%	−2.5%	−7.1%	−2.9%	+15.9%	+10.1%	−16.0%	$169M
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B

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