THRO vs JEPI

ATHRO

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,326VUG · JEPI $14,510

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 common33.9%THRO and JEPI

iShares U.S. Thematic Rotation Active ETF · $7.3BJPMorgan Equity Premium Income ETF · $46.8B

+22.4%3 years · per year$18,340 · $13,724+11.1%

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

0.57%Expense ratio$57 · $35 on $10k · lower wins0.35%

0.31%12-mo yield$31 · $786 on $10k

Cards for this view

THRO

iShares U.S. Thematic Rotation Active

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureTHROJEPI

Fee0.57%0.35%

Cost on $10k a year$57$35

Yield0.31%7.86%

5 years, per year[…]+7.7%

3 years, per year+22.4%+11.1%

Worst drop · 1Y−10.9%−6.7%

Volatility · 1Y15.4%

#
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%	$46.8B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	−0.2%	+11.2%	+10.9%	+22.4%	new	−10.9%	$7.3B

#
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%	$46.8B
3	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk	0.57%	0.31%	−0.2%	+11.2%	+10.9%	+22.4%	new	−10.9%	$7.3B

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