STCE vs JEPI

ASTCE

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · JEPI $14,545

Lowest cost0.06%SCHD · $6 on $10k

Most income7.84%JEPI · $784 on $10k

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

Held in common0.0%STCE and JEPI

Schwab Crypto Thematic ETF · $148MJPMorgan Equity Premium Income ETF · $46.8B

+31.4%3 years · per year$22,676 · $13,729+11.1%

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

0.30%Expense ratio$30 · $35 on $10k · lower wins0.35%

2.40%12-mo yield$240 · $784 on $10k7.84%

Cards for this view

STCE

Schwab Crypto Thematic

[…]

JEPI

JPMorgan Equity Premium Income

$14,545

MeasureSTCEJEPI

Fee0.30%0.35%

Cost on $10k a year$30$35

Yield2.40%7.84%

5 years, per year[…]+7.8%

3 years, per year+31.4%+11.1%

Worst drop · 1Y−50.1%−6.7%

Volatility · 1Y62.9%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B
3	ASTCE	Schwab Crypto Thematic ETFRead Desk	0.30%	2.40%	+5.2%	−21.1%	−44.0%	+31.4%	new	−50.1%	$148M

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B
3	ASTCE	Schwab Crypto Thematic ETFRead Desk	0.30%	2.40%	+5.2%	−21.1%	−44.0%	+31.4%	new	−50.1%	$148M

Loading…