BAUG vs JEPQ

ABAUG

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,781BAUG · SCHD $16,418

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−5.7%BAUG · worst fall in 1Y

Held in common[…]BAUG and JEPQ

Innovator U.S. Equity Buffer ETF · $265MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+18.1%3 years · per year$16,471 · $16,525+18.2%

+10.9%5 years · per year$16,781 · […][…]

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

0.00%12-mo yield$0 · $1,220 on $10k12.20%

Cards for this view

BAUG

Innovator U.S. Equity Buffer

$16,781

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureBAUGJEPQ

Fee0.79%0.35%

Cost on $10k a year$79$35

Yield0.00%12.20%

5 years, per year+10.9%[…]

3 years, per year+18.1%+18.2%

Worst drop · 1Y−5.7%−11.5%

Volatility · 1Y8.4%

#
1	ABAUG	Innovator U.S. Equity Buffer ETFRead Desk	0.79%	0.00%	+0.9%	+10.3%	+11.5%	+18.1%	+10.9%	−5.7%	$265M
2	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
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	ABAUG	Innovator U.S. Equity Buffer ETFRead Desk	0.79%	0.00%	+0.9%	+10.3%	+11.5%	+18.1%	+10.9%	−5.7%	$265M
2	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
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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