IVE vs JEPI

AIVE

BJEPI

Measures won4–2IVE wins · of 6 · 5Y

$10,000 · 5Y$17,393VOO · IVE $17,296

Lowest cost0.03%VOO · $3 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−6.2%IVE · worst fall in 1Y

Held in common32.0%IVE and JEPI

iShares S&P 500 Value ETF · $51.7BJPMorgan Equity Premium Income ETF · $47.3B

+17.5%3 years · per year$16,231 · $13,724+11.1%

+11.6%5 years · per year$17,296 · $14,510+7.7%

0.18%Expense ratio$18 · $35 on $10k · lower wins0.35%

1.49%12-mo yield$149 · $786 on $10k

Cards for this view

IVE

iShares S&P 500 Value

$17,296

JEPI

JPMorgan Equity Premium Income

$14,510

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
2	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.49%	−0.4%	+15.3%	+16.3%	+17.5%	+11.6%	−6.2%	$51.7B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
2	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.49%	−0.4%	+15.3%	+16.3%	+17.5%	+11.6%	−6.2%	$51.7B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B

Loading…