GLIX vs JEPI

AGLIX

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$15,497VEA · JEPI $14,429

Lowest cost0.03%VEA · $3 on $10k

Most income7.92%JEPI · $792 on $10k

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

Held in common2.2%GLIX and JEPI

Lazard Listed Infrastructure ETF · $52MJPMorgan Equity Premium Income ETF · $46.6B

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

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

0.96%Expense ratio$96 · $35 on $10k · lower wins0.35%

2.31%12-mo yield$231 · $792 on $10k7.92%

Cards for this view

GLIX

Lazard Listed Infrastructure

[…]

JEPI

JPMorgan Equity Premium Income

$14,429

MeasureGLIXJEPI

Fee0.96%0.35%

Cost on $10k a year$96$35

Yield2.31%7.92%

5 years, per year[…]+7.6%

3 years, per year[…]+10.9%

Worst drop · 1Y−10.1%−6.7%

Volatility · 1Y12.3%9.0%

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.46%	−0.8%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
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	AGLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.31%	0.0%	+15.0%	+15.1%	new	new	−10.1%	$52M

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.46%	−0.8%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
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	AGLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.31%	0.0%	+15.0%	+15.1%	new	new	−10.1%	$52M

Loading…