IVVB vs JEPI

AIVVB

BJEPI

Measures won3–2IVVB wins · of 6 · 5Y

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

Lowest cost0.06%SCHD · $6 on $10k

Most income7.84%JEPI · $784 on $10k

Smallest drop−5.8%IVVB · worst fall in 1Y

Held in common0.0%IVVB and JEPI

iShares Large Cap Deep Quarterly Laddered ETF · $144MJPMorgan Equity Premium Income ETF · $46.6B

+13.2%3 years · per year$14,503 · $13,729+11.1%

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

0.53%Expense ratio$53 · $35 on $10k · lower wins0.35%

1.15%12-mo yield$115 · $784 on $10k

Cards for this view

IVVB

iShares Large Cap Deep Quarterly Laddered

[…]

JEPI

JPMorgan Equity Premium Income

$14,545

MeasureIVVBJEPI

Fee0.53%0.35%

Cost on $10k a year$53$35

Yield1.15%7.84%

5 years, per year[…]+7.8%

3 years, per year+13.2%+11.1%

Worst drop · 1Y−5.8%−6.7%

Volatility · 1Y8.4%

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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	AIVVB	iShares Large Cap Deep Quarterly Laddered ETFRead Desk	0.53%	1.15%	+0.8%	+6.4%	+6.9%	+13.2%	new	−5.8%	$144M

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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	AIVVB	iShares Large Cap Deep Quarterly Laddered ETFRead Desk	0.53%	1.15%	+0.8%	+6.4%	+6.9%	+13.2%	new	−5.8%	$144M

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