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JEPI and GPIQ share 25.7% of their holdings.
| Side by side | JEPI | GPIQ |
|---|---|---|
| Strategy | Income · Premium income | Income · Premium income |
| Expense ratio | 0.35% | 0.35% |
| Cost per year on $10k | $35 | $35 |
| Trailing 12-mo yield | 7.88% | 10.28% |
| Income per year on $10k | $788 | $1,028 |
| YTD | +7.5% | +14.8% |
| 1 year | +9.6% | +13.6% |
| 3 years · per year | +11.6% | — |
| 5 years · per year | +7.6% | — |
| Worst drop · 1Y | −6.7% | −9.5% |
| Volatility · 1Y | 7.9% | 17.4% |
| Holdings | 136 | 106 |
| Assets | $46.1B | $6.6B |
| Leverage | None | None |
| Since | 2020 | 2023 |
Highlighted = best in the row. Returns include dividends.