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ATOPC

BJEPI

Measures won1–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,214SPY · JEPI $14,519

Lowest cost0.09%SPY · $9 on $10k

Most income7.87%JEPI · $787 on $10k

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

Held in common43.0%TOPC and JEPI

iShares S&P 500 3% Capped ETF · $33MJPMorgan Equity Premium Income ETF · $47.1B

[…]3 years · per year[…] · $13,696+11.1%

[…]5 years · per year[…] · $14,519+7.7%

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

1.03%12-mo yield$103 · $787 on $10k7.87%

Cards for this view

TOPC

iShares S&P 500 3% Capped

[…]

JEPI

JPMorgan Equity Premium Income

$14,519

MeasureTOPCJEPI

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.03%7.87%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−8.0%−6.7%

Volatility · 1Y13.3%9.0%

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1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
3	ATOPC	iShares S&P 500 3% Capped ETFRead Desk	0.15%	1.03%	−0.4%	+13.0%	+13.5%	new	new	−8.0%	$33M

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
3	ATOPC	iShares S&P 500 3% Capped ETFRead Desk	0.15%	1.03%	−0.4%	+13.0%	+13.5%	new	new	−8.0%	$33M