IUSB vs JEPI

AIUSB

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · JEPI $14,545

Lowest cost0.06%IUSB · $6 on $10k

Most income7.84%JEPI · $784 on $10k

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]IUSB and JEPI

iShares Core Universal USD Bond ETF · $50.3BJPMorgan Equity Premium Income ETF · $46.6B

+5.1%3 years · per year$11,609 · $13,729+11.1%

+0.2%5 years · per year$10,077 · $14,545+7.8%

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

4.36%12-mo yield$436 · $784 on $10k

Cards for this view

IUSB

iShares Core Universal USD Bond

$10,077

JEPI

JPMorgan Equity Premium Income

$14,545

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
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	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.36%	0.0%	−0.6%	−0.2%	+5.1%	+0.2%	−4.3%	$50.3B

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
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	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.36%	0.0%	−0.6%	−0.2%	+5.1%	+0.2%	−4.3%	$50.3B

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