JEPQ vs WCMG

AJEPQ

BWCMG

Measures won2–0JEPQ wins · of 6 · 3Y

$10,000 · 3Y$16,806VIG · JEPQ $16,406

Lowest cost0.04%VIG · $4 on $10k

Most income12.24%JEPQ · $1,224 on $10k

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

Held in common0.2%JEPQ and WCMG

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BFirst Trust WCM Global Equity ETF · $4M

+17.9%3 years · per year$16,406 · […][…]

[…]5 years · per year[…]

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

12.24%12-mo yield$1,224 · $0 on $10k0.00%

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

$16,406

WCMG

First Trust WCM Global Equity

[…]

MeasureJEPQWCMG

Fee0.35%0.85%

Cost on $10k a year$35$85

Yield12.24%0.00%

5 years, per year[…][…]

3 years, per year+17.9%[…]

Worst drop · 1Y−11.5%[…]

Volatility · 1Y16.9%[…]

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B
3	BWCMG	First Trust WCM Global Equity ETFRead Desk	0.85%	0.00%	−0.9%	new	new	new	new	[…]	$4M

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B
3	BWCMG	First Trust WCM Global Equity ETFRead Desk	0.85%	0.00%	−0.9%	new	new	new	new	[…]	$4M

Loading…