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JEPI and JEPQ share 26.6% of their holdings.
| Side by side | KBWY | JEPI | JEPQ |
|---|---|---|---|
| Strategy | Income · Premium income | Income · Premium income | Income · Premium income |
| Expense ratio | 0.35% | 0.35% | 0.35% |
| Cost per year on $10k | $35 | $35 | $35 |
| Trailing 12-mo yield | 8.82% | 8.56% | 13.20% |
| Income per year on $10k | $882 | $856 | $1,320 |
| YTD | +15.5% | +6.5% | +5.8% |
| 1 year | +20.5% | +9.2% | +7.2% |
| 3 years · per year | +9.6% | +11.9% | +20.0% |
| 5 years · per year | +0.6% | +7.3% | — |
| Worst drop · 1Y | −15.7% | −6.7% | −8.8% |
| Volatility · 1Y | 16.9% | 8.0% | 15.4% |
| Holdings | 29 | 133 | 110 |
| Assets | $284M | $46.2B | $42.5B |
| Leverage | None | None | None |
| Since | 2010 | 2020 | 2022 |
Highlighted = best in the row. Returns include dividends.