CALF vs JEPQ

ACALF

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · CALF $13,352

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 common0.0%CALF and JEPQ

Pacer US Small Cap Cash Cows ETF · $3.9BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+13.1%3 years · per year$14,466 · $16,406+17.9%

+6.2%5 years · per year$13,530 · […][…]

0.59%Expense ratio$59 · $35 on $10k · lower wins0.35%

1.11%12-mo yield$111 · $1,224 on $10k

Cards for this view

CALF

Pacer US Small Cap Cash Cows

$13,530

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCALFJEPQ

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield1.11%12.24%

5 years, per year+6.2%[…]

3 years, per year+13.1%+17.9%

Worst drop · 1Y−7.9%−11.5%

Volatility · 1Y16.3%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk	0.59%	1.11%	−0.9%	+30.8%	+32.7%	+13.1%	+6.2%	−7.9%	$3.9B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	ACALF	Pacer US Small Cap Cash Cows ETFRead Desk	0.59%	1.11%	−0.9%	+30.8%	+32.7%	+13.1%	+6.2%	−7.9%	$3.9B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B

Loading…