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ALIBD

BJEPI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,519JEPI · BND $9,762

Lowest cost0.03%BND · $3 on $10k

Most income7.87%JEPI · $787 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]LIBD and JEPI

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETF · $4MJPMorgan Equity Premium Income ETF · $47.1B

[…]3 years · per year[…] · $13,696+11.1%

[…]5 years · per year[…] · $14,519+7.7%

0.25%Expense ratio$25 · $35 on $10k · lower wins0.35%

4.02%12-mo yield$402 · $787 on $10k7.87%

Cards for this view

LIBD

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,519

MeasureLIBDJEPI

Fee0.25%0.35%

Cost on $10k a year$25$35

Yield4.02%7.87%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−11.0%−6.7%

Volatility · 1Y8.4%

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1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.1%	−1.5%	−1.4%	+4.1%	−0.5%	−4.5%	$161.4B
3	ALIBD	Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETFRead Desk	0.25%	4.02%	−0.5%	−6.0%	−8.3%	new	new	−11.0%	$4M

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1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.1%	−1.5%	−1.4%	+4.1%	−0.5%	−4.5%	$161.4B
3	ALIBD	Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETFRead Desk	0.25%	4.02%	−0.5%	−6.0%	−8.3%	new	new	−11.0%	$4M