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JEPI and JEPQ share 26.6% of their holdings.
| Side by side | WTPI | JEPI | JEPQ |
|---|---|---|---|
| Strategy | Income · Premium income | Income · Premium income | Income · Premium income |
| Expense ratio | 0.44% | 0.35% | 0.35% |
| Cost per year on $10k | $44 | $35 | $35 |
| Trailing 12-mo yield | 12.21% | 7.88% | 11.59% |
| Income per year on $10k | $1,221 | $788 | $1,159 |
| YTD | +7.7% | +7.5% | +11.7% |
| 1 year | +9.5% | +9.6% | +12.9% |
| 3 years · per year | +15.0% | +11.6% | +20.6% |
| 5 years · per year | +8.9% | +7.6% | — |
| Worst drop · 1Y | −7.1% | −6.7% | −8.8% |
| Volatility · 1Y | 9.5% | 7.9% | 15.0% |
| Holdings | 6 | 136 | 110 |
| Assets | $557M | $46.1B | $44.2B |
| Leverage | None | None | None |
| Since | 2016 | 2020 | 2022 |
Highlighted = best in the row. Returns include dividends.