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FTCS and JEPI share 19.5% of their holdings.
| Side by side | FTCS | JEPI |
|---|---|---|
| Strategy | Unsorted | Income · Premium income |
| Expense ratio | 0.53% | 0.35% |
| Cost per year on $10k | $53 | $35 |
| Trailing 12-mo yield | 1.12% | 7.88% |
| Income per year on $10k | $112 | $788 |
| YTD | +11.3% | +7.5% |
| 1 year | +11.3% | +9.6% |
| 3 years · per year | +13.1% | +11.6% |
| 5 years · per year | +6.5% | +7.6% |
| Worst drop · 1Y | −8.1% | −6.7% |
| Volatility · 1Y | 11.1% | 7.9% |
| Holdings | 50 | 136 |
| Assets | $7.8B | $46.1B |
| Leverage | None | None |
| Since | 2006 | 2020 |
Highlighted = best in the row. Returns include dividends.