APCB vs JEPQ

AAPCB

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$12,092SGOV

Lowest cost0.09%SGOV · $9 on $10k

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

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common0.0%APCB and JEPQ

ActivePassive Core Bond ETF · $996MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+4.4%3 years · per year$11,391 · $16,525+18.2%

[…]5 years · per year[…]

0.36%Expense ratio$36 · $35 on $10k · lower wins0.35%

4.23%12-mo yield$423 · $1,220 on $10k12.20%

Cards for this view

APCB

ActivePassive Core Bond

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureAPCBJEPQ

Fee0.36%0.35%

Cost on $10k a year$36$35

Yield4.23%12.20%

5 years, per year[…][…]

3 years, per year+4.4%+18.2%

Worst drop · 1Y−4.6%−11.5%

Volatility · 1Y3.7%

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
2	AAPCB	ActivePassive Core Bond ETFRead Desk	0.36%	4.23%	0.0%	−1.0%	−0.6%	+4.4%	new	−4.6%	$996M
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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
2	AAPCB	ActivePassive Core Bond ETFRead Desk	0.36%	4.23%	0.0%	−1.0%	−0.6%	+4.4%	new	−4.6%	$996M
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

Loading…