MODL vs JEPI

AMODL

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · JEPI $14,510

Lowest cost0.06%SCHD · $6 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common36.7%MODL and JEPI

VictoryShares WestEnd U.S. Sector ETF · $1.1BJPMorgan Equity Premium Income ETF · $46.8B

+20.8%3 years · per year$17,642 · $13,724+11.1%

[…]5 years · per year[…] · $14,510+7.7%

0.49%Expense ratio$49 · $35 on $10k · lower wins0.35%

0.68%12-mo yield$68 · $786 on $10k

Cards for this view

MODL

VictoryShares WestEnd U.S. Sector

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureMODLJEPI

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield0.68%7.86%

5 years, per year[…]+7.7%

3 years, per year+20.8%+11.1%

Worst drop · 1Y−9.5%−6.7%

Volatility · 1Y12.8%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	AMODL	VictoryShares WestEnd U.S. Sector ETFRead Desk	0.49%	0.68%	−0.5%	+10.7%	+11.1%	+20.8%	new	−9.5%	$1.1B

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	AMODL	VictoryShares WestEnd U.S. Sector ETFRead Desk	0.49%	0.68%	−0.5%	+10.7%	+11.1%	+20.8%	new	−9.5%	$1.1B

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