RISE vs JEPI

ARISE

BJEPI

Measures won0–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,734VXUS · JEPI $14,429

Lowest cost0.05%VXUS · $5 on $10k

Most income7.92%JEPI · $792 on $10k

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

Held in common0.0%RISE and JEPI

The 2023 ETF Series Trust - Pictet Emerging Markets Rising Economies ETF · $21MJPMorgan Equity Premium Income ETF · $46.6B

[…]3 years · per year[…] · $13,634+10.9%

[…]5 years · per year[…] · $14,429+7.6%

0.73%Expense ratio$73 · $35 on $10k · lower wins0.35%

1.47%12-mo yield$147 · $792 on $10k7.92%

Cards for this view

RISE

The 2023 ETF Series Trust - Pictet Emerging Markets Rising Economies

[…]

JEPI

JPMorgan Equity Premium Income

$14,429

MeasureRISEJEPI

Fee0.73%0.35%

Cost on $10k a year$73$35

Yield1.47%7.92%

5 years, per year[…]+7.6%

3 years, per year[…]+10.9%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]9.0%

#
1	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	−0.7%	+10.4%	+14.3%	+18.7%	+8.1%	−11.3%	$163.2B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
3	ARISE	The 2023 ETF Series Trust - Pictet Emerging Markets Rising Economies ETFRead Desk	0.73%	1.47%	−0.8%	new	new	new	new	[…]	$21M

#
1	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	−0.7%	+10.4%	+14.3%	+18.7%	+8.1%	−11.3%	$163.2B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
3	ARISE	The 2023 ETF Series Trust - Pictet Emerging Markets Rising Economies ETFRead Desk	0.73%	1.47%	−0.8%	new	new	new	new	[…]	$21M

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