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JEPI and IMCV share 9.6% of their holdings.
| Side by side | JEPI | IMCV |
|---|---|---|
| Strategy | Income · Premium income | US Stock Styles · Mid cap |
| Expense ratio | 0.35% | 0.06% |
| Cost per year on $10k | $35 | $6 |
| Trailing 12-mo yield | 7.88% | 1.85% |
| Income per year on $10k | $788 | $185 |
| YTD | +7.5% | +21.9% |
| 1 year | +9.6% | +26.2% |
| 3 years · per year | +11.6% | +21.9% |
| 5 years · per year | +7.6% | +10.8% |
| Worst drop · 1Y | −6.7% | −6.9% |
| Volatility · 1Y | 7.9% | 11.1% |
| Holdings | 136 | 268 |
| Assets | $46.1B | $1.3B |
| Leverage | None | None |
| Since | 2020 | 2004 |
Highlighted = best in the row. Returns include dividends.