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JEPI and EDOW share 18.7% of their holdings.
| Side by side | JEPI | IMCV | EDOW |
|---|---|---|---|
| Strategy | Income · Premium income | US Stock Styles · Mid cap | US Stock Styles · Equal weight |
| Expense ratio | 0.35% | 0.06% | 0.50% |
| Cost per year on $10k | $35 | $6 | $50 |
| Trailing 12-mo yield | 8.56% | 1.83% | 1.21% |
| Income per year on $10k | $856 | $183 | $121 |
| YTD | +6.5% | +22.7% | +13.6% |
| 1 year | +9.2% | +28.1% | +15.9% |
| 3 years · per year | +11.9% | +22.4% | +19.7% |
| 5 years · per year | +7.3% | +10.8% | +10.1% |
| Worst drop · 1Y | −6.7% | −6.9% | −8.7% |
| Volatility · 1Y | 8.0% | 11.1% | 11.1% |
| Holdings | 133 | 268 | 30 |
| Assets | $46.2B | $1.3B | $325M |
| Leverage | None | None | None |
| Since | 2020 | 2004 | 2017 |
Highlighted = best in the row. Returns include dividends.