JEPI vs CGUI

AJEPI

BCGUI

Measures won1–3CGUI wins · of 6 · 5Y

$10,000 · 5Y$17,075DGRO · JEPI $14,429

Lowest cost0.08%DGRO · $8 on $10k

Most income7.92%JEPI · $792 on $10k

Smallest drop−0.2%CGUI · worst fall in 1Y

Held in common[…]JEPI and CGUI

JPMorgan Equity Premium Income ETF · $46.6BCapital Group Ultra Short Income ETF · $442M

+10.9%3 years · per year$13,634 · […][…]

+7.6%5 years · per year$14,429 · […][…]

0.35%Expense ratio$35 · $18 on $10k · lower wins0.18%

7.92%12-mo yield$792 · $382 on $10k3.82%

Cards for this view

JEPI

JPMorgan Equity Premium Income

$14,429

CGUI

Capital Group Ultra Short Income

[…]

MeasureJEPICGUI

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield7.92%3.82%

5 years, per year+7.6%[…]

3 years, per year+10.9%[…]

Worst drop · 1Y−6.7%−0.2%

Volatility · 1Y9.0%0.9%

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.83%	+0.3%	+19.1%	+22.8%	+20.4%	+11.3%	−6.5%	$45.7B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
3	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	0.0%	+2.9%	+3.7%	new	new	−0.2%	$442M

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.83%	+0.3%	+19.1%	+22.8%	+20.4%	+11.3%	−6.5%	$45.7B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
3	BCGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	0.0%	+2.9%	+3.7%	new	new	−0.2%	$442M

Loading…