JEPI vs PAPI

AJEPI

BPAPI

Measures won3–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · JEPI $14,429

Lowest cost0.06%SCHD · $6 on $10k

Most income7.92%JEPI · $792 on $10k

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

Held in common13.6%JEPI and PAPI

JPMorgan Equity Premium Income ETF · $46.6BParametric Equity Premium Income ETF · $562M

+10.9%3 years · per year$13,634 · $14,424+13.0%

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

0.35%Expense ratio$35 · $29 on $10k · lower wins0.29%

7.92%12-mo yield$792 · $720 on $10k

Cards for this view

JEPI

JPMorgan Equity Premium Income

$14,429

PAPI

Parametric Equity Premium Income

[…]

MeasureJEPIPAPI

Fee0.35%0.29%

Cost on $10k a year$35$29

Yield7.92%7.20%

5 years, per year+7.6%[…]

3 years, per year+10.9%+13.0%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y9.0%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
2	AJEPI	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	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.20%	+0.7%	+19.1%	+21.8%	+13.0%	new	−6.9%	$562M

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
2	AJEPI	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	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.20%	+0.7%	+19.1%	+21.8%	+13.0%	new	−6.9%	$562M

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