OGSP vs JEPI
5Y[…]3 years · per year[…] · $13,562+10.7%
[…]5 years · per year[…] · $14,118+7.1%
1.69%Expense ratio$169 · $35 on $10k · lower wins0.35%
5.87%12-mo yield$587 · $809 on $10k8.09%
−0.6%Worst dropSmaller wins−6.7%
1.7%VolatilityLower wins8.8%
2–2Level
$10,000 · 5 yearsOne scale
Shared top holdingsOGSP · JEPI
They share no top holdings, or holdings aren’t on file […]
Held in common[…]
End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two