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FTCS and EDOW share 20.1% of their holdings.
| Side by side | FTCS | JEPI | EDOW |
|---|---|---|---|
| Strategy | Unsorted | Income · Premium income | US Stock Styles · Equal weight |
| Expense ratio | 0.53% | 0.35% | 0.50% |
| Cost per year on $10k | $53 | $35 | $50 |
| Trailing 12-mo yield | 1.12% | 7.88% | 1.22% |
| Income per year on $10k | $112 | $788 | $122 |
| YTD | +11.3% | +7.5% | +13.3% |
| 1 year | +11.3% | +9.6% | +14.7% |
| 3 years · per year | +13.1% | +11.6% | +19.1% |
| 5 years · per year | +6.5% | +7.6% | +10.1% |
| Worst drop · 1Y | −8.1% | −6.7% | −8.7% |
| Volatility · 1Y | 11.1% | 7.9% | 11.1% |
| Holdings | 50 | 136 | 30 |
| Assets | $7.8B | $46.1B | $323M |
| Leverage | None | None | None |
| Since | 2006 | 2020 | 2017 |
Highlighted = best in the row. Returns include dividends.