SCDS vs JEPI

ASCDS

BJEPI

Measures won0–4JEPI 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 common0.0%SCDS and JEPI

JPMorgan Fundamental Data Science Small Core ETF · $9MJPMorgan Equity Premium Income ETF · $46.8B

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

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

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

1.11%12-mo yield$111 · $786 on $10k7.86%

Cards for this view

SCDS

JPMorgan Fundamental Data Science Small Core

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureSCDSJEPI

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield1.11%7.86%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−9.7%−6.7%

Volatility · 1Y17.9%9.0%

#
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	ASCDS	JPMorgan Fundamental Data Science Small Core ETFRead Desk	0.40%	1.11%	−1.4%	+21.3%	+23.2%	new	new	−9.7%	$9M

#
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	ASCDS	JPMorgan Fundamental Data Science Small Core ETFRead Desk	0.40%	1.11%	−1.4%	+21.3%	+23.2%	new	new	−9.7%	$9M

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