Loading…
SDVD and JEPI share 0.8% of their holdings.
| Side by side | SDVD | JEPI |
|---|---|---|
| Strategy | Income · Premium income | Income · Premium income |
| Expense ratio | 0.85% | 0.35% |
| Cost per year on $10k | $85 | $35 |
| Trailing 12-mo yield | 9.08% | 7.88% |
| Income per year on $10k | $908 | $788 |
| YTD | +12.0% | +7.5% |
| 1 year | +14.7% | +9.6% |
| 3 years · per year | +18.0% | +11.6% |
| 5 years · per year | — | +7.6% |
| Worst drop · 1Y | −8.9% | −6.7% |
| Volatility · 1Y | 14.0% | 7.9% |
| Holdings | 173 | 136 |
| Assets | $885M | $46.1B |
| Leverage | None | None |
| Since | 2023 | 2020 |
Highlighted = best in the row. Returns include dividends.