NUSB vs JEPI

ANUSB

BJEPI

Measures won3–1NUSB wins · of 6 · 5Y

$10,000 · 5Y$14,429JEPI · SGOV $12,092

Lowest cost0.09%SGOV · $9 on $10k

Most income7.92%JEPI · $792 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]NUSB and JEPI

Nuveen Ultra Short Income · $155MJPMorgan Equity Premium Income ETF · $46.6B

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

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

0.17%Expense ratio$17 · $35 on $10k · lower wins0.35%

4.15%12-mo yield$415 · $792 on $10k7.92%

Cards for this view

NUSB

Nuveen Ultra Short Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,429

MeasureNUSBJEPI

Fee0.17%0.35%

Cost on $10k a year$17$35

Yield4.15%7.92%

5 years, per year[…]+7.6%

3 years, per year[…]+10.9%

Worst drop · 1Y−0.1%−6.7%

Volatility · 1Y0.4%

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1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	ANUSB	Nuveen Ultra Short IncomeRead Desk	0.17%	4.15%	0.0%	+3.2%	+3.8%	new	new	−0.1%	$155M