WTLS vs JEPI

AWTLS

BJEPI

Measures won0–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,557VUG · JEPI $14,545

Lowest cost0.03%VUG · $3 on $10k

Most income7.84%JEPI · $784 on $10k

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

Held in common0.0%WTLS and JEPI

WisdomTree Efficient Long/Short U.S. Equity Fund · $16MJPMorgan Equity Premium Income ETF · $46.6B

[…]3 years · per year[…] · $13,729+11.1%

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

0.89%Expense ratio$89 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $784 on $10k7.84%

Cards for this view

WTLS

WisdomTree Efficient Long/Short U.S. Equity Fund

[…]

JEPI

JPMorgan Equity Premium Income

$14,545

MeasureWTLSJEPI

Fee0.89%0.35%

Cost on $10k a year$89$35

Yield0.00%7.84%

5 years, per year[…]+7.8%

3 years, per year[…]+11.1%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]9.0%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	AWTLS	WisdomTree Efficient Long/Short U.S. Equity FundRead Desk	0.89%	0.00%	+2.1%	new	new	new	new	[…]	$16M

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	AWTLS	WisdomTree Efficient Long/Short U.S. Equity FundRead Desk	0.89%	0.00%	+2.1%	new	new	new	new	[…]	$16M

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