SCMC vs JEPI

ASCMC

BJEPI

Measures won0–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,545JEPI · SGOV $12,092

Lowest cost0.09%SGOV · $9 on $10k

Most income7.84%JEPI · $784 on $10k

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common0.0%SCMC and JEPI

Sterling Capital Multi-Strategy Income ETF · $262MJPMorgan Equity Premium Income ETF · $46.6B

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

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

0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%

4.40%12-mo yield$440 · $784 on $10k7.84%

Cards for this view

SCMC

Sterling Capital Multi-Strategy Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,545

MeasureSCMCJEPI

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield4.40%7.84%

5 years, per year[…]+7.8%

3 years, per year[…]+11.1%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]9.0%

#
1	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
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.5B
3	ASCMC	Sterling Capital Multi-Strategy Income ETFRead Desk	0.55%	4.40%	0.0%	+1.7%	new	new	new	[…]	$262M

#
1	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
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.5B
3	ASCMC	Sterling Capital Multi-Strategy Income ETFRead Desk	0.55%	4.40%	0.0%	+1.7%	new	new	new	[…]	$262M

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