IBTM vs JEPI

AIBTM

BJEPI

Measures won3–2IBTM wins · of 6 · 5Y

$10,000 · 5Y$14,510JEPI · SGOV $12,092

Lowest cost0.07%IBTM · $7 on $10k

Most income7.84%JEPI · $784 on $10k

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common[…]IBTM and JEPI

iShares iBonds Dec 2032 Term Treasury ETF · $637MJPMorgan Equity Premium Income ETF · $46.8B

+4.2%3 years · per year$11,317 · $13,729+11.1%

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

0.07%Expense ratio$7 · $35 on $10k · lower wins0.35%

4.03%12-mo yield$403 · $784 on $10k

Cards for this view

IBTM

iShares iBonds Dec 2032 Term Treasury

[…]

JEPI

JPMorgan Equity Premium Income

$14,545

MeasureIBTMJEPI

Fee0.07%0.35%

Cost on $10k a year$7$35

Yield4.03%7.84%

5 years, per year[…]+7.8%

3 years, per year+4.2%+11.1%

Worst drop · 1Y−5.1%−6.7%

Volatility · 1Y4.0%

#
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	AIBTM	iShares iBonds Dec 2032 Term Treasury ETFRead Desk	0.07%	4.03%	−0.1%	−1.5%	−1.1%	+4.2%	new	−5.1%	$637M

#
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	AIBTM	iShares iBonds Dec 2032 Term Treasury ETFRead Desk	0.07%	4.03%	−0.1%	−1.5%	−1.1%	+4.2%	new	−5.1%	$637M

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