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JEPI and IMCV share 9.7% of their holdings.
| Side by side | JEPI | IMCV |
|---|---|---|
| Strategy | Income · Premium income | US Stock Styles · Mid cap |
| Expense ratio | 0.35% | 0.06% |
| Cost per year on $10k | $35 | $6 |
| Trailing 12-mo yield | 8.56% | 1.83% |
| Income per year on $10k | $856 | $183 |
| YTD | +6.5% | +22.7% |
| 1 year | +9.2% | +28.1% |
| 3 years · per year | +11.9% | +22.4% |
| 5 years · per year | +7.3% | +10.8% |
| Worst drop · 1Y | −6.7% | −6.9% |
| Volatility · 1Y | 8.0% | 11.1% |
| Holdings | 133 | 268 |
| Assets | $46.2B | $1.3B |
| Leverage | None | None |
| Since | 2020 | 2004 |
Highlighted = best in the row. Returns include dividends.