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| Side by side | JEPI |
|---|---|
| Strategy | Income · Premium income |
| Expense ratio | 0.35% |
| Cost per year on $10k | $35 |
| Trailing 12-mo yield | 7.88% |
| Income per year on $10k | $788 |
| YTD | +7.5% |
| 1 year | +9.6% |
| 3 years · per year | +11.6% |
| 5 years · per year | +7.6% |
| Worst drop · 1Y | −6.7% |
| Volatility · 1Y | 7.9% |
| Holdings | 136 |
| Assets | $46.1B |
| Leverage | None |
| Since | 2020 |
Highlighted = best in the row. Returns include dividends.