YLDY vs VIG

AYLDY

BVIG

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,596VIG · JEPI $14,510

Lowest cost0.04%VIG · $4 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common41.3%YLDY and VIG

Horizon Funds - Horizon High Income ETF · $21MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,806+18.9%

[…]5 years · per year[…] · $16,596+10.7%

0.70%Expense ratio$70 · $4 on $10k · lower wins0.04%

1.86%12-mo yield$186 · $145 on $10k1.45%

Cards for this view

YLDY

Horizon Funds - Horizon High Income

[…]

VIG

Vanguard Dividend Appreciation

$16,596

MeasureYLDYVIG

Fee0.70%0.04%

Cost on $10k a year$70$4

Yield1.86%1.45%

5 years, per year[…]+10.7%

3 years, per year[…]+18.9%

Worst drop · 1Y[…]−7.9%

Volatility · 1Y[…]11.0%

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	JEPI	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	AYLDY	Horizon Funds - Horizon High Income ETFRead Desk	0.70%	1.86%	−0.2%	new	new	new	new	[…]	$21M

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	JEPI	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	AYLDY	Horizon Funds - Horizon High Income ETFRead Desk	0.70%	1.86%	−0.2%	new	new	new	new	[…]	$21M

Loading…