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| Side by side | AIYY | JEPI |
|---|---|---|
| Strategy | Income · Premium income | Income · Premium income |
| Expense ratio | 0.99% | 0.35% |
| Cost per year on $10k | $99 | $35 |
| Trailing 12-mo yield | 109.14% | 8.56% |
| Income per year on $10k | $10,914 | $856 |
| YTD | −31.6% | +6.5% |
| 1 year | −44.6% | +9.2% |
| 3 years · per year | — | +11.9% |
| 5 years · per year | — | +7.3% |
| Worst drop · 1Y | −51.9% | −6.7% |
| Volatility · 1Y | 48.0% | 8.0% |
| Holdings | 6 | 133 |
| Assets | $47M | $46.2B |
| Leverage | None | None |
| Since | 2023 | 2020 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.