GLIX vs JEPI

AGLIX

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,653VIG · JEPI $14,545

Lowest cost0.04%VIG · $4 on $10k

Most income7.84%JEPI · $784 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[…] · $13,729+11.1%

[…]5 years · per year[…] · $14,545+7.8%

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

2.31%12-mo yield$231 · $784 on $10k7.84%

Cards for this view

GLIX

Lazard Listed Infrastructure

[…]

JEPI

JPMorgan Equity Premium Income

$14,545

MeasureGLIXJEPI

Fee0.96%0.35%

Cost on $10k a year$96$35

Yield2.31%7.84%

5 years, per year[…]+7.8%

3 years, per year[…]+11.1%

Worst drop · 1Y−10.1%−6.7%

Volatility · 1Y12.3%9.0%

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	AGLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.31%	+0.1%	+15.0%	+14.4%	new	new	−10.1%	$52M

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	AGLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.31%	+0.1%	+15.0%	+14.4%	new	new	−10.1%	$52M

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