ACIO vs JEPQ

AACIO

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · ACIO $15,227

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−6.6%ACIO · worst fall in 1Y

Held in common53.2%ACIO and JEPQ

Aptus Collared Income Opportunity ETF · $2.3BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+15.0%3 years · per year$15,193 · $16,525+18.2%

+8.8%5 years · per year$15,227 · […][…]

0.79%Expense ratio$79 · $35 on $10k · lower wins0.35%

0.39%12-mo yield$39 · $1,220 on $10k

Cards for this view

ACIO

Aptus Collared Income Opportunity

$15,227

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureACIOJEPQ

Fee0.79%0.35%

Cost on $10k a year$79$35

Yield0.39%12.20%

5 years, per year+8.8%[…]

3 years, per year+15.0%+18.2%

Worst drop · 1Y−6.6%−11.5%

Volatility · 1Y9.8%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	AACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.39%	+1.0%	+6.9%	+6.0%	+15.0%	+8.8%	−6.6%	$2.3B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	AACIO	Aptus Collared Income Opportunity ETFRead Desk	0.79%	0.39%	+1.0%	+6.9%	+6.0%	+15.0%	+8.8%	−6.6%	$2.3B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

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