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| Side by side | LOCT | JEPI |
|---|---|---|
| Strategy | Income · Premium income | Income · Premium income |
| Expense ratio | 0.79% | 0.35% |
| Cost per year on $10k | $79 | $35 |
| Trailing 12-mo yield | 5.24% | 8.56% |
| Income per year on $10k | $524 | $856 |
| YTD | +3.5% | +6.5% |
| 1 year | +4.7% | +9.2% |
| 3 years · per year | +5.8% | +11.9% |
| 5 years · per year | — | +7.3% |
| Worst drop · 1Y | −1.3% | −6.7% |
| Volatility · 1Y | 2.2% | 8.0% |
| Holdings | 8 | 133 |
| Assets | $11M | $46.2B |
| Leverage | None | None |
| Since | 2023 | 2020 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.