CCOR vs JEPQ

ACCOR

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · CCOR $9,749

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 common18.0%CCOR and JEPQ

Core Alternative ETF · $27MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+0.8%3 years · per year$10,245 · $16,406+17.9%

−0.5%5 years · per year$9,749 · […][…]

1.16%Expense ratio$116 · $35 on $10k · lower wins0.35%

0.91%12-mo yield$91 · $1,224 on $10k12.24%

Cards for this view

CCOR

Core Alternative

$9,749

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCCORJEPQ

Fee1.16%0.35%

Cost on $10k a year$116$35

Yield0.91%12.24%

5 years, per year−0.5%[…]

3 years, per year+0.8%+17.9%

Worst drop · 1Y−8.8%−11.5%

Volatility · 1Y9.9%

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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%	$122.7B
2	ACCOR	Core Alternative ETFRead Desk	1.16%	0.91%	+0.2%	+5.9%	+7.4%	+0.8%	−0.5%	−8.8%	$27M
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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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%	$122.7B
2	ACCOR	Core Alternative ETFRead Desk	1.16%	0.91%	+0.2%	+5.9%	+7.4%	+0.8%	−0.5%	−8.8%	$27M
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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