NBOS vs JEPI

ANBOS

BJEPI

Measures won2–1NBOS wins · of 6 · 5Y

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

Lowest cost0.06%SCHD · $6 on $10k

Most income8.28%NBOS · $828 on $10k

Smallest drop−4.7%NBOS · worst fall in 1Y

Held in common[…]NBOS and JEPI

Neuberger Berman Option Strategy ETF · $542MJPMorgan Equity Premium Income ETF · $46.8B

[…]3 years · per year[…] · $13,729+11.1%

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

0.59%Expense ratio$59 · $35 on $10k · lower wins0.35%

8.28%12-mo yield$828 · $784 on $10k7.84%

Cards for this view

NBOS

Neuberger Berman Option Strategy

[…]

JEPI

JPMorgan Equity Premium Income

$14,545

MeasureNBOSJEPI

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield8.28%7.84%

5 years, per year[…]+7.8%

3 years, per year[…]+11.1%

Worst drop · 1Y−4.7%−6.7%

Volatility · 1Y9.0%9.0%

#
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%	$46.8B
3	ANBOS	Neuberger Berman Option Strategy ETFRead Desk	0.59%	8.28%	+0.4%	+11.3%	+13.3%	new	new	−4.7%	$542M

#
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%	$46.8B
3	ANBOS	Neuberger Berman Option Strategy ETFRead Desk	0.59%	8.28%	+0.4%	+11.3%	+13.3%	new	new	−4.7%	$542M

Loading…