Analyst’s Disclosure:I/we have a beneficial long position in the shares of JEPI, SCHD either through stock ownership, options, or other derivatives.

Source: https://seekingalpha.com/article/4595677-jepi-worth-the-yield?source=feed_all_articles

Billionaires Bearish On Magnificent 7: JEPI Or JEPQ For Massive Dividends?

Source: https://seekingalpha.com/article/4658109-billionaires-bearish-on-magnificent-seven-jepi-or-jepq-for-massive-dividends?source=feed_all_articles

I am personally buying and holding both but I plan on adding more funds to QDPL than JEPI in the next 12 months.

Source: https://seekingalpha.com/article/4616720-qdpl-could-be-better-than-jepi-in-some-ways?source=feed_all_articles

JEPI and JEPQ typically write calls that are 1-2% out of money so investors get to participate at least in a small portion of the upside.

Source: https://seekingalpha.com/article/4655088-gpiq-and-gpix-goldman-sachs-response-to-jepi-and-jepq?source=feed_all_articles

JEPI currently holds 128 assets, broken into these asset classes.

Source: https://seekingalpha.com/article/4566594-ccor-vs-jepi-trading-income-and-some-return-for-much-less-risk?source=feed_all_articles

JEPI has $16.6B in AUM and sports a 35bps fee structure.

Source: https://seekingalpha.com/article/4566594-ccor-vs-jepi-trading-income-and-some-return-for-much-less-risk?source=feed_all_articles

JEPI has underperformed YTD due to its reduced potential capital gains, product of its covered call strategy, and due to being underweight tech, which has performed exceedingly well YTD.

Source: https://seekingalpha.com/article/4629821-jepis-underperformance-explained?source=feed_all_articles

JEPI is actively managed for low volatility, and in today's AI-tech bubble, that means a lot of tech stocks.

Source: https://seekingalpha.com/article/4611802-jepi-vs-divo-one-is-the-ultimate-high-yield-retirement-dream-etf?source=feed_all_articles

JEPI is much closer to the DOW in terms of the stocks it holds and how it tracks.

Source: https://seekingalpha.com/article/4613335-qyld-12-percent-yield-monthly-payer-and-outperforming-alternatives?source=feed_all_articles

Last, but not least, when comparing their portfolios, the most notable contrast between JEPI and SCHD is in their sector exposures.

Source: https://seekingalpha.com/article/4657020-better-dividend-etf-december-2023-schd-jepi?source=feed_all_articles

Over the past twelve months, JEPI has delivered an 8.74% dividend yield to its shareholders while SCHD has delivered a mere 3.67% dividend yield to its shareholders.

Source: https://seekingalpha.com/article/4657020-better-dividend-etf-december-2023-schd-jepi?source=feed_all_articles

Returns did not favor PBP but the real stop was the yield difference, a big reason investors pick JEPI over other Large-Cap focused ETFs.

Source: https://seekingalpha.com/article/4617580-pbp-a-buy-write-fund-with-1-percent-yield?source=feed_all_articles