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GPIX and JEPQ share 45.5% of their holdings.
| Side by side | GPIX | JEPQ |
|---|---|---|
| Strategy | Income · Premium income | Income · Premium income |
| Expense ratio | 0.35% | 0.35% |
| Cost per year on $10k | $35 | $35 |
| Trailing 12-mo yield | 9.13% | 13.20% |
| Income per year on $10k | $913 | $1,320 |
| YTD | +10.0% | +5.8% |
| 1 year | +11.3% | +7.2% |
| 3 years · per year | +20.9% | +20.0% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −7.7% | −8.8% |
| Volatility · 1Y | 11.2% | 15.4% |
| Holdings | 486 | 110 |
| Assets | $6.4B | $42.5B |
| Leverage | None | None |
| Since | 2023 | 2022 |
Highlighted = best in the row. Returns include dividends.