JEPQ vs WCMG

AJEPQ

BWCMG

Measures won2–0JEPQ wins · of 6 · 1Y

$10,000 · 1Y$11,627VIG · JEPQ $10,762

Lowest cost0.04%VIG · $4 on $10k

Most income12.37%JEPQ · $1,237 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.2%JEPQ and WCMG

JPMorgan Nasdaq Equity Premium Income ETF · $42.5BFirst Trust WCM Global Equity ETF · $4M

+6.7%Year to dateJan 1 → Nov 13[…]

+7.6%1 yearTotal return[…]

0.35%Expense ratio$35 · $85 on $10k · lower wins0.85%

12.37%12-mo yield$1,237 · $0 on $10k0.00%

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

$10,762

WCMG

First Trust WCM Global Equity

[…]

MeasureJEPQWCMG

Fee0.35%0.85%

Cost on $10k a year$35$85

Yield12.37%0.00%

5 years, per year[…][…]

3 years, per year+17.4%[…]

Worst drop · 1Y−11.5%[…]

Volatility · 1Y17.0%[…]

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B
3	BWCMG	First Trust WCM Global Equity ETFRead Desk	0.85%	0.00%	−0.6%	new	new	new	new	[…]	$4M

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B
3	BWCMG	First Trust WCM Global Equity ETFRead Desk	0.85%	0.00%	−0.6%	new	new	new	new	[…]	$4M

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