AIPI

AIPI reports 25 positions, but the weights make it behave like about 15.5 equally weighted ones. Computed by this site from the fund's SEC Form N-PORT filing — see what this measure does not tell you and the full table.

• 004 Expense ratio
• 003 Maximum drawdown
• 003 Total return
• 003 Beta

• JEPI vs JEPQ: Equity-Premium Income on the S&P 500 vs the Nasdaq-100

  JEPI and JEPQ charge the identical 0.35% expense ratio and run the same machinery — a defensive equity sleeve plus an options-overlay via equity-linked...

  15 Jun 2026 8 min ETF Analysis

• SCHD vs JEPI: Dividend Growth vs Covered-Call Income — Which Belongs in a Long-Term Core?

  JEPI pays more than twice SCHD's yield (8.5% vs 3.3%), but over the trailing five years SCHD delivered the higher total return (8.4% vs 7.3% CAGR). JEPI's...

  09 Jun 2026 9 min ETF Analysis

• The Ultimate 2026 Hybrid Portfolio: How to Mix Classic ETFs with AI Quant

  The hybrid framework — a low-cost passive core plus a small AI-quant satellite — only earns its keep when the satellite delivers exposure the core does not....

  15 May 2026 10 min Investment Framework

• JEPI vs. AIPI: High-Yield Income vs. AI-Powered Options Overlay Strategy

  JEPI pays an 8.4% distribution yield against a five-year track record (CAGR 8.2%, max drawdown -13.7%) and runs $44.0B in assets — a credible defensive...

  06 May 2026 10 min ETF Analysis