ICVT vs JEPI

AICVT

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,510JEPI · SGOV $12,095

Lowest cost0.09%SGOV · $9 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common0.0%ICVT and JEPI

iShares Convertible Bond ETF · $6.9BJPMorgan Equity Premium Income ETF · $46.8B

+14.8%3 years · per year$15,120 · $13,724+11.1%

+3.2%5 years · per year$11,722 · $14,510+7.7%

0.20%Expense ratio$20 · $35 on $10k · lower wins0.35%

1.59%12-mo yield$159 · $786 on $10k

Cards for this view

ICVT

iShares Convertible Bond

$11,722

JEPI

JPMorgan Equity Premium Income

$14,510

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1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−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	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.59%	−1.1%	+6.0%	+2.8%	+14.8%	+3.2%	−18.6%	$6.9B

#
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−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	AICVT	iShares Convertible Bond ETFRead Desk	0.20%	1.59%	−1.1%	+6.0%	+2.8%	+14.8%	+3.2%	−18.6%	$6.9B

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