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RDVI and JEPQ share 17.0% of their holdings.
| Side by side | RDVI | JEPQ |
|---|---|---|
| Strategy | Income · Premium income | Income · Premium income |
| Expense ratio | 0.75% | 0.35% |
| Cost per year on $10k | $75 | $35 |
| Trailing 12-mo yield | 8.23% | 13.20% |
| Income per year on $10k | $823 | $1,320 |
| YTD | +14.7% | +5.8% |
| 1 year | +18.6% | +7.2% |
| 3 years · per year | +21.9% | +20.0% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −8.5% | −8.8% |
| Volatility · 1Y | 13.6% | 15.4% |
| Holdings | 73 | 110 |
| Assets | $3.8B | $42.5B |
| Leverage | None | None |
| Since | 2022 | 2022 |
Highlighted = best in the row. Returns include dividends.