QLTY vs JEPI

AQLTY

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · JEPI $14,510

Lowest cost0.03%VTV · $3 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common28.6%QLTY and JEPI

GMO US Quality ETF · $7.4BJPMorgan Equity Premium Income ETF · $46.8B

[…]3 years · per year[…] · $13,724+11.1%

[…]5 years · per year[…] · $14,510+7.7%

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

0.64%12-mo yield$64 · $786 on $10k7.86%

Cards for this view

QLTY

GMO US Quality

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureQLTYJEPI

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield0.64%7.86%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−11.7%−6.7%

Volatility · 1Y13.2%9.0%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.64%	−0.4%	+15.8%	+18.8%	new	new	−11.7%	$7.4B

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	AQLTY	GMO US Quality ETFRead Desk	0.50%	0.64%	−0.4%	+15.8%	+18.8%	new	new	−11.7%	$7.4B

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