ARTY vs JEPQ

AARTY

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · ARTY $15,297

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common21.6%ARTY and JEPQ

iShares Future AI & Tech ETF · $3.6BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+31.0%3 years · per year$22,497 · $16,525+18.2%

+8.9%5 years · per year$15,297 · […][…]

0.47%Expense ratio$47 · $35 on $10k · lower wins0.35%

0.06%12-mo yield$6 · $1,220 on $10k

Cards for this view

ARTY

iShares Future AI & Tech

$15,297

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureARTYJEPQ

Fee0.47%0.35%

Cost on $10k a year$47$35

Yield0.06%12.20%

5 years, per year+8.9%[…]

3 years, per year+31.0%+18.2%

Worst drop · 1Y−27.7%−11.5%

Volatility · 1Y42.7%

#
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	AARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.06%	+5.9%	+41.1%	+37.9%	+31.0%	+8.9%	−27.7%	$3.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$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	AARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.06%	+5.9%	+41.1%	+37.9%	+31.0%	+8.9%	−27.7%	$3.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

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