SCAP vs JEPI

ASCAP

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,653VIG · JEPI $14,545

Lowest cost0.04%VIG · $4 on $10k

Most income8.27%SCAP · $827 on $10k

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

Held in common0.0%SCAP and JEPI

Infrastructure Capital Small Cap Income ETF · $18MJPMorgan Equity Premium Income ETF · $46.6B

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

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

2.20%Expense ratio$220 · $35 on $10k · lower wins0.35%

8.27%12-mo yield$827 · $784 on $10k7.84%

Cards for this view

SCAP

Infrastructure Capital Small Cap Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,545

MeasureSCAPJEPI

Fee2.20%0.35%

Cost on $10k a year$220$35

Yield8.27%7.84%

5 years, per year[…]+7.8%

3 years, per year[…]+11.1%

Worst drop · 1Y−13.9%−6.7%

Volatility · 1Y18.1%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	ASCAP	Infrastructure Capital Small Cap Income ETFRead Desk	2.20%	8.27%	+0.7%	+4.6%	+6.6%	new	new	−13.9%	$18M

#
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	ASCAP	Infrastructure Capital Small Cap Income ETFRead Desk	2.20%	8.27%	+0.7%	+4.6%	+6.6%	new	new	−13.9%	$18M

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