Loading…
RTAI and JEPQ share 0.0% of their holdings.
| Side by side | RTAI | JEPQ |
|---|---|---|
| Strategy | Income · Premium income | Income · Premium income |
| Expense ratio | 5.24% | 0.35% |
| Cost per year on $10k | $524 | $35 |
| Trailing 12-mo yield | 5.23% | 11.59% |
| Income per year on $10k | $523 | $1,159 |
| YTD | −3.1% | +11.7% |
| 1 year | −3.7% | +12.9% |
| 3 years · per year | +9.5% | +20.6% |
| 5 years · per year | −1.9% | — |
| Worst drop · 1Y | −13.9% | −8.8% |
| Volatility · 1Y | 9.0% | 15.0% |
| Holdings | 12 | 110 |
| Assets | $16M | $44.2B |
| Leverage | None | None |
| Since | 2020 | 2022 |
Highlighted = best in the row. Returns include dividends.