QTPI vs JEPI

AQTPI

BJEPI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$14,510JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−2.8%QTPI · worst fall in 1Y

Held in common0.0%QTPI and JEPI

QTPI

JEPI

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF · $77MJPMorgan Equity Premium Income ETF · $47.3B

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

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

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

4.46%12-mo yield$446 · $786 on $10k7.86%

Cards for this view

QTPI vs JEPI

QTPI

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureQTPIJEPI

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield4.46%7.86%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−2.8%−6.7%

Volatility · 1Y5.0%

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QTPI vs JEPI

$10,000 in QTPI, JEPI

Overlap: QTPI, JEPI

QTPI vs JEPI

Both

Both

JEPQ vs JEPI

SCHD vs VIG

SPYM vs SPY

Overlap: QTPI, JEPI

Income After Fees on $10,000

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
2	AQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk		0.60%	4.46%	−0.7%	−0.6%	+0.3%	new	new	−2.8%	$77M