SPLS vs JEPI

ASPLS

BJEPI

Measures won0–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,151VUG · JEPI $14,519

Lowest cost0.03%VUG · $3 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common0.0%SPLS and JEPI

PIMCO US Stocks PLUS Active Bond ETF · $91MJPMorgan Equity Premium Income ETF · $47.3B

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

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

0.38%Expense ratio$38 · $35 on $10k · lower wins0.35%

0.67%12-mo yield$67 · $786 on $10k7.86%

Cards for this view

SPLS

PIMCO US Stocks PLUS Active Bond

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureSPLSJEPI

Fee0.38%0.35%

Cost on $10k a year$38$35

Yield0.67%7.86%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]9.0%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
3	ASPLS	PIMCO US Stocks PLUS Active Bond ETFRead Desk	0.38%	0.67%	−0.4%	new	new	new	new	[…]	$91M

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$47.3B
3	ASPLS	PIMCO US Stocks PLUS Active Bond ETFRead Desk	0.38%	0.67%	−0.4%	new	new	new	new	[…]	$91M

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