JEPI vs USOY

AJEPI

BUSOY

Measures won3–1JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · JEPI $14,429

Lowest cost0.06%SCHD · $6 on $10k

Most income57.17%USOY · $5,717 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common[…]JEPI and USOY

JPMorgan Equity Premium Income ETF · $45.2BOil Enhanced Options Income ETF · $75M

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

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

0.35%Expense ratio$35 · $112 on $10k · lower wins1.12%

7.92%12-mo yield$792 · $5,717 on $10k57.17%

Cards for this view

JEPI

JPMorgan Equity Premium Income

$14,429

USOY

Oil Enhanced Options Income

[…]

MeasureJEPIUSOY

Fee0.35%1.12%

Cost on $10k a year$35$112

Yield7.92%57.17%

5 years, per year+7.6%[…]

3 years, per year+10.9%[…]

Worst drop · 1Y−6.7%−25.5%

Volatility · 1Y9.0%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	57.17%	−1.8%	+53.4%	+52.7%	new	new	−25.5%	$75M

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B
3	BUSOY	Oil Enhanced Options Income ETFRead Desk	1.12%	57.17%	−1.8%	+53.4%	+52.7%	new	new	−25.5%	$75M

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