PWER vs JEPI

APWER

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,653VIG · JEPI $14,545

Lowest cost0.04%VIG · $4 on $10k

Most income7.84%JEPI · $784 on $10k

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

Held in common2.7%PWER and JEPI

Nomura Energy Transition ETF · $12MJPMorgan Equity Premium Income ETF · $46.6B

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

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

0.79%Expense ratio$79 · $35 on $10k · lower wins0.35%

1.13%12-mo yield$113 · $784 on $10k7.84%

Cards for this view

PWER

Nomura Energy Transition

[…]

JEPI

JPMorgan Equity Premium Income

$14,545

MeasurePWERJEPI

Fee0.79%0.35%

Cost on $10k a year$79$35

Yield1.13%7.84%

5 years, per year[…]+7.8%

3 years, per year[…]+11.1%

Worst drop · 1Y−13.7%−6.7%

Volatility · 1Y22.3%9.0%

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	APWER	Nomura Energy Transition ETFRead Desk	0.79%	1.13%	+1.5%	+24.6%	+30.9%	new	new	−13.7%	$12M

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	+0.8%	+16.0%	+17.8%	+18.9%	+10.7%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	APWER	Nomura Energy Transition ETFRead Desk	0.79%	1.13%	+1.5%	+24.6%	+30.9%	new	new	−13.7%	$12M

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