CGUI vs JEPQ

ACGUI

BJEPQ

Measures won3–1CGUI wins · of 6 · 5Y

$10,000 · 5Y$12,095SGOV

Lowest cost0.09%SGOV · $9 on $10k

Most income12.24%JEPQ · $1,224 on $10k

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common[…]CGUI and JEPQ

Capital Group Ultra Short Income ETF · $442MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

[…]3 years · per year[…] · $16,406+17.9%

[…]5 years · per year[…]

0.18%Expense ratio$18 · $35 on $10k · lower wins0.35%

3.82%12-mo yield$382 · $1,224 on $10k12.24%

Cards for this view

CGUI

Capital Group Ultra Short Income

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCGUIJEPQ

Fee0.18%0.35%

Cost on $10k a year$18$35

Yield3.82%12.24%

5 years, per year[…][…]

3 years, per year[…]+17.9%

Worst drop · 1Y−0.2%−11.5%

Volatility · 1Y0.9%

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
2	ACGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	0.0%	+2.9%	+3.6%	new	new	−0.2%	$442M
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

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
2	ACGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	0.0%	+2.9%	+3.6%	new	new	−0.2%	$442M
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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