JEPI Vs. JEPQ

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(seekingalpha.com/article/4650892-jepi-vs-jepq-which-best-income-investors-retirees?mailingid=33347596&messageid=2850&serial=33347596.12338)


Nov. 13, 2023 8:00 AM ETJPMorgan Equity Premium Income ETF (JEPI), JEPQ52 Comments

Author: Juan de la Hoz 

Quote: "JEPI Vs. JEPQ: Which Is Best For Income Investors And Retirees?
* JEPI and JEPQ are two of the most popular income ETFs in the market today and with good reason.

* Both have high yields, with JEPI yielding 9.3% and JEPQ 11.1%.

* JEPQ has outperformed the S&P 500 since inception, a rare feat for an income fund. JEPI has not, but returns have been much more stable, and consistent.

An in-depth comparison of these two funds follows."

[archer]

3 funds make up about 90% of my SEP IRA and JEPI is one of them. While it has performed poorly compared to spy I have been happy with its lower SD to help balance my ROTH which often is packed with leveraged funds. I aim to keep my SEP conservative to keep RMDs from growing excessively which I know is a case of letting the tax tail wag the dog. There are always compromises to be made