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SPIN and JEPQ share 43.5% of their holdings.
| Side by side | SPIN | JEPQ |
|---|---|---|
| Strategy | Income · Premium income | Income · Premium income |
| Expense ratio | 0.25% | 0.35% |
| Cost per year on $10k | $25 | $35 |
| Trailing 12-mo yield | 4.80% | 11.59% |
| Income per year on $10k | $480 | $1,159 |
| YTD | +7.5% | +11.7% |
| 1 year | +8.4% | +12.9% |
| 3 years · per year | — | +20.6% |
| 5 years · per year | — | — |
| Worst drop · 1Y | −9.8% | −8.8% |
| Volatility · 1Y | 11.7% | 15.0% |
| Holdings | 94 | 110 |
| Assets | $46M | $44.2B |
| Leverage | None | None |
| Since | 2024 | 2022 |
Highlighted = best in the row. Returns include dividends.