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AGSC

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · JEPI $14,519

Lowest cost0.06%SCHD · $6 on $10k

Most income7.87%JEPI · $787 on $10k

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

Held in common0.0%GSC and JEPI

Goldman Sachs Small Cap Equity ETF · $320MJPMorgan Equity Premium Income ETF · $47.3B

+16.7%3 years · per year$15,885 · $13,696+11.1%

[…]5 years · per year[…] · $14,519+7.7%

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

0.22%12-mo yield$22 · $787 on $10k7.87%

Cards for this view

GSC

Goldman Sachs Small Cap Equity

[…]

JEPI

JPMorgan Equity Premium Income

$14,519

MeasureGSCJEPI

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield0.22%7.87%

5 years, per year[…]+7.7%

3 years, per year+16.7%+11.1%

Worst drop · 1Y−12.7%−6.7%

Volatility · 1Y20.1%

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.3B
3	AGSC	Goldman Sachs Small Cap Equity ETFRead Desk	0.80%	0.22%	−0.1%	+15.0%	+16.8%	+16.7%	new	−12.7%	$320M

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.3B
3	AGSC	Goldman Sachs Small Cap Equity ETFRead Desk	0.80%	0.22%	−0.1%	+15.0%	+16.8%	+16.7%	new	−12.7%	$320M