JEPQ vs PAPI

AJEPQ

BPAPI

Measures won2–3PAPI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.29%PAPI · $29 on $10k

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

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

Held in common6.3%JEPQ and PAPI

JPMorgan Nasdaq Equity Premium Income ETF · $42.0BParametric Equity Premium Income ETF · $562M

+17.6%3 years · per year$16,284 · $14,424+13.0%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $29 on $10k · lower wins0.29%

12.45%12-mo yield$1,245 · $720 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

PAPI

Parametric Equity Premium Income

[…]

MeasureJEPQPAPI

Fee0.35%0.29%

Cost on $10k a year$35$29

Yield12.45%7.20%

5 years, per year[…][…]

3 years, per year+17.6%+13.0%

Worst drop · 1Y−11.5%−6.9%

Volatility · 1Y16.9%

#									5Y/yr
1	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$38.8B
2	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.20%	+0.7%	+19.1%	+21.8%	+13.0%	new	−6.9%	$562M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

#									5Y/yr
1	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$38.8B
2	BPAPI	Parametric Equity Premium Income ETFRead Desk	0.29%	7.20%	+0.7%	+19.1%	+21.8%	+13.0%	new	−6.9%	$562M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

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