TYLG vs JEPI

ATYLG

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · JEPI $14,510

Lowest cost0.06%SCHD · $6 on $10k

Most income9.49%TYLG · $949 on $10k

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

Held in common14.4%TYLG and JEPI

Global X - Information Technology Covered Call & Growth ETF · $15MJPMorgan Equity Premium Income ETF · $47.3B

+21.2%3 years · per year$17,800 · $13,724+11.1%

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

0.64%Expense ratio$64 · $35 on $10k · lower wins0.35%

9.49%12-mo yield$949 · $786 on $10k

Cards for this view

TYLG

Global X - Information Technology Covered Call & Growth

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureTYLGJEPI

Fee0.64%0.35%

Cost on $10k a year$64$35

Yield9.49%7.86%

5 years, per year[…]+7.7%

3 years, per year+21.2%+11.1%

Worst drop · 1Y−15.3%−6.7%

Volatility · 1Y22.4%

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
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	ATYLG	Global X - Information Technology Covered Call & Growth ETFRead Desk	0.64%	9.49%	−0.4%	+18.3%	+18.7%	+21.2%	new	−15.3%	$15M

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
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	ATYLG	Global X - Information Technology Covered Call & Growth ETFRead Desk	0.64%	9.49%	−0.4%	+18.3%	+18.7%	+21.2%	new	−15.3%	$15M

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