ACWI vs JEPQ

AACWI

BJEPQ

Measures won4–1ACWI wins · of 6 · 5Y

$10,000 · 5Y$16,114ACWI · VEA $15,431

Lowest cost0.03%VEA · $3 on $10k

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

Smallest drop−9.7%ACWI · worst fall in 1Y

Held in common33.2%ACWI and JEPQ

iShares MSCI ACWI ETF · $32.1BJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+20.8%3 years · per year$17,621 · $16,525+18.2%

+10.0%5 years · per year$16,114 · […][…]

0.32%Expense ratio$32 · $35 on $10k · lower wins0.35%

1.43%12-mo yield$143 · $1,220 on $10k

Cards for this view

ACWI

iShares MSCI ACWI

$16,114

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureACWIJEPQ

Fee0.32%0.35%

Cost on $10k a year$32$35

Yield1.43%12.20%

5 years, per year+10.0%[…]

3 years, per year+20.8%+18.2%

Worst drop · 1Y−9.7%−11.5%

Volatility · 1Y14.8%

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.43%	+1.2%	+12.0%	+12.9%	+20.8%	+10.0%	−9.7%	$32.1B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+0.8%	+13.0%	+17.0%	+20.2%	+9.1%	−11.6%	$231.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

#
1	AACWI	iShares MSCI ACWI ETFRead Desk	0.32%	1.43%	+1.2%	+12.0%	+12.9%	+20.8%	+10.0%	−9.7%	$32.1B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+0.8%	+13.0%	+17.0%	+20.2%	+9.1%	−11.6%	$231.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

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