Loading…
| Side by side | FBY | JEPI |
|---|---|---|
| Strategy | Income · Premium income | Income · Premium income |
| Expense ratio | 1.06% | 0.35% |
| Cost per year on $10k | $106 | $35 |
| Trailing 12-mo yield | 57.73% | 7.88% |
| Income per year on $10k | $5,773 | $788 |
| YTD | −12.7% | +7.5% |
| 1 year | −23.1% | +9.6% |
| 3 years · per year | +13.3% | +11.6% |
| 5 years · per year | — | +7.6% |
| Worst drop · 1Y | −27.9% | −6.7% |
| Volatility · 1Y | 36.0% | 7.9% |
| Holdings | 9 | 136 |
| Assets | $97M | $46.1B |
| Leverage | None | None |
| Since | 2023 | 2020 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.