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| Side by side | TSMY | JEPI |
|---|---|---|
| Strategy | Income · Premium income | Income · Premium income |
| Expense ratio | 1.01% | 0.35% |
| Cost per year on $10k | $101 | $35 |
| Trailing 12-mo yield | 52.77% | 8.56% |
| Income per year on $10k | $5,277 | $856 |
| YTD | +24.9% | +6.5% |
| 1 year | +24.5% | +9.2% |
| 3 years · per year | — | +11.9% |
| 5 years · per year | — | +7.3% |
| Worst drop · 1Y | −17.8% | −6.7% |
| Volatility · 1Y | 33.4% | 8.0% |
| Holdings | 12 | 133 |
| Assets | $97M | $46.2B |
| Leverage | None | None |
| Since | 2024 | 2020 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.