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ATRIO

BSCHD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · JEPI $14,519

Lowest cost0.06%SCHD · $6 on $10k

Most income8.39%TRIO · $839 on $10k

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

Held in common[…]TRIO and SCHD

EA Series Trust - MC Trio Equity Buffered ETF · $124MSchwab U.S. Dividend Equity ETF · $124B

[…]3 years · per year[…] · $17,374+20.2%

[…]5 years · per year[…] · $16,418+10.4%

0.70%Expense ratio$70 · $6 on $10k · lower wins0.06%

8.39%12-mo yield$839 · $292 on $10k2.92%

Cards for this view

TRIO

EA Series Trust - MC Trio Equity Buffered

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureTRIOSCHD

Fee0.70%0.06%

Cost on $10k a year$70$6

Yield8.39%2.92%

5 years, per year[…]+10.4%

3 years, per year[…]+20.2%

Worst drop · 1Y−11.1%−6.9%

Volatility · 1Y11.3%

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.0B
3	ATRIO	EA Series Trust - MC Trio Equity Buffered ETFRead Desk	0.70%	8.39%	−0.2%	+7.4%	−0.2%	new	new	−11.1%	$124M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.0B
3	ATRIO	EA Series Trust - MC Trio Equity Buffered ETFRead Desk	0.70%	8.39%	−0.2%	+7.4%	−0.2%	new	new	−11.1%	$124M