JEPQ vs WCMI

AJEPQ

BWCMI

Measures won4–0JEPQ wins · of 6 · 3Y

$10,000 · 3Y$16,652IEFA · JEPQ $16,525

Lowest cost0.07%IEFA · $7 on $10k

Most income12.20%JEPQ · $1,220 on $10k

Smallest drop−11.5%IEFA · worst fall in 1Y

Held in common0.2%JEPQ and WCMI

JPMorgan Nasdaq Equity Premium Income ETF · $42.0BFirst Trust WCM International Equity ETF · $2.1B

+18.2%3 years · per year$16,525 · […][…]

[…]5 years · per year[…]

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

12.20%12-mo yield$1,220 · $56 on $10k0.56%

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

$16,525

WCMI

First Trust WCM International Equity

[…]

MeasureJEPQWCMI

Fee0.35%0.85%

Cost on $10k a year$35$85

Yield12.20%0.56%

5 years, per year[…][…]

3 years, per year+18.2%[…]

Worst drop · 1Y−11.5%−12.5%

Volatility · 1Y16.9%

#
1	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.38%	+0.3%	+10.7%	+13.7%	+18.5%	+8.1%	−11.5%	$191.7B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B
3	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.56%	+1.5%	+9.6%	+11.4%	new	new	−12.5%	$2.1B

#
1	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.38%	+0.3%	+10.7%	+13.7%	+18.5%	+8.1%	−11.5%	$191.7B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B
3	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.56%	+1.5%	+9.6%	+11.4%	new	new	−12.5%	$2.1B

Loading…