PSTR vs JEPI

APSTR

BJEPI

Measures won0–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · JEPI $14,510

Lowest cost0.06%SCHD · $6 on $10k

Most income7.84%JEPI · $784 on $10k

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

Held in common13.3%PSTR and JEPI

Peakshares Sector Rotation ETF · $67MJPMorgan Equity Premium Income ETF · $46.8B

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

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

2.88%Expense ratio$288 · $35 on $10k · lower wins0.35%

4.87%12-mo yield$487 · $784 on $10k7.84%

Cards for this view

PSTR

Peakshares Sector Rotation

[…]

JEPI

JPMorgan Equity Premium Income

$14,545

MeasurePSTRJEPI

Fee2.88%0.35%

Cost on $10k a year$288$35

Yield4.87%7.84%

5 years, per year[…]+7.8%

3 years, per year[…]+11.1%

Worst drop · 1Y−6.7%−6.7%

Volatility · 1Y11.0%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	APSTR	Peakshares Sector Rotation ETFRead Desk	2.88%	4.87%	+1.0%	+13.3%	+15.5%	new	new	−6.7%	$67M

#
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	APSTR	Peakshares Sector Rotation ETFRead Desk	2.88%	4.87%	+1.0%	+13.3%	+15.5%	new	new	−6.7%	$67M

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