CEFS vs JEPQ

ACEFS

BJEPQ

Measures won3–2CEFS wins · of 6 · 5Y

$10,000 · 5Y$17,555CEFS · VIG $16,583

Lowest cost0.04%VIG · $4 on $10k

Most income12.45%JEPQ · $1,245 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%CEFS and JEPQ

Saba Opportunistic Hedged Closed-End Funds ETF · $414MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+20.1%3 years · per year$17,312 · $16,284+17.6%

+11.9%5 years · per year$17,555 · […][…]

1.11%Expense ratio$111 · $35 on $10k · lower wins0.35%

7.45%12-mo yield$745 · $1,245 on $10k

Cards for this view

CEFS

Saba Opportunistic Hedged Closed-End Funds

$17,555

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCEFSJEPQ

Fee1.11%0.35%

Cost on $10k a year$111$35

Yield7.45%12.45%

5 years, per year+11.9%[…]

3 years, per year+20.1%+17.6%

Worst drop · 1Y−9.4%−11.5%

Volatility · 1Y13.0%

#
1	ACEFS	Saba Opportunistic Hedged Closed-End Funds ETFRead Desk	1.11%	7.45%	+0.2%	+9.1%	+13.4%	+20.1%	+11.9%	−9.4%	$414M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

#
1	ACEFS	Saba Opportunistic Hedged Closed-End Funds ETFRead Desk	1.11%	7.45%	+0.2%	+9.1%	+13.4%	+20.1%	+11.9%	−9.4%	$414M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

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