PBTP vs JEPI

APBTP

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,545JEPI · SGOV $12,092

Lowest cost0.07%PBTP · $7 on $10k

Most income7.84%JEPI · $784 on $10k

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common0.0%PBTP and JEPI

Invesco 0-5 Yr US TIPS ETF · $253MJPMorgan Equity Premium Income ETF · $46.8B

+4.6%3 years · per year$11,459 · $13,729+11.1%

+2.8%5 years · per year$11,490 · $14,545+7.8%

0.07%Expense ratio$7 · $35 on $10k · lower wins0.35%

4.02%12-mo yield$402 · $784 on $10k

Cards for this view

PBTP

Invesco 0-5 Yr US TIPS

$11,490

JEPI

JPMorgan Equity Premium Income

$14,545

#
1	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
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	APBTP	Invesco 0-5 Yr US TIPS ETFRead Desk	0.07%	4.02%	0.0%	+1.6%	+1.8%	+4.6%	+2.8%	−1.3%	$253M

#
1	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
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	APBTP	Invesco 0-5 Yr US TIPS ETFRead Desk	0.07%	4.02%	0.0%	+1.6%	+1.8%	+4.6%	+2.8%	−1.3%	$253M

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