SAMT vs JEPI

ASAMT

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · JEPI $14,510

Lowest cost0.06%SCHD · $6 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common17.9%SAMT and JEPI

Strategas Macro Thematic Opportunities ETF · $766MJPMorgan Equity Premium Income ETF · $46.8B

+22.4%3 years · per year$18,346 · $13,724+11.1%

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

0.66%Expense ratio$66 · $35 on $10k · lower wins0.35%

0.67%12-mo yield$67 · $786 on $10k

Cards for this view

SAMT

Strategas Macro Thematic Opportunities

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureSAMTJEPI

Fee0.66%0.35%

Cost on $10k a year$66$35

Yield0.67%7.86%

5 years, per year[…]+7.7%

3 years, per year+22.4%+11.1%

Worst drop · 1Y−16.6%−6.7%

Volatility · 1Y17.1%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
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	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.67%	−0.5%	+5.1%	+7.8%	+22.4%	new	−16.6%	$766M

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
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	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.67%	−0.5%	+5.1%	+7.8%	+22.4%	new	−16.6%	$766M

Loading…