AVUS vs JEPQ

AAVUS

BJEPQ

Measures won4–1AVUS wins · of 6 · 5Y

$10,000 · 5Y$17,122AVUS · SCHD $16,429

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common38.7%AVUS and JEPQ

Avantis U.S. Equity ETF · $14.6BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+21.7%3 years · per year$18,014 · $16,406+17.9%

+11.4%5 years · per year$17,122 · […][…]

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

0.94%12-mo yield$94 · $1,224 on $10k

Cards for this view

AVUS

Avantis U.S. Equity

$17,122

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureAVUSJEPQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield0.94%12.24%

5 years, per year+11.4%[…]

3 years, per year+21.7%+17.9%

Worst drop · 1Y−7.8%−11.5%

Volatility · 1Y13.3%

#
1	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.94%	−0.5%	+15.3%	+16.6%	+21.7%	+11.4%	−7.8%	$14.6B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

#
1	AAVUS	Avantis U.S. Equity ETFRead Desk	0.15%	0.94%	−0.5%	+15.3%	+16.6%	+21.7%	+11.4%	−7.8%	$14.6B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

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