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SPIN and JEPI share 36.1% of their holdings.
| Side by side | SPIN | JEPI |
|---|---|---|
| Strategy | Income · Premium income | Income · Premium income |
| Expense ratio | 0.25% | 0.35% |
| Cost per year on $10k | $25 | $35 |
| Trailing 12-mo yield | 5.40% | 8.56% |
| Income per year on $10k | $540 | $856 |
| YTD | +4.8% | +6.5% |
| 1 year | +6.2% | +9.2% |
| 3 years · per year | — | +11.9% |
| 5 years · per year | — | +7.3% |
| Worst drop · 1Y | −9.8% | −6.7% |
| Volatility · 1Y | 11.9% | 8.0% |
| Holdings | 94 | 133 |
| Assets | $46M | $46.2B |
| Leverage | None | None |
| Since | 2024 | 2020 |
Highlighted = best in the row. Returns include dividends.