CPLB vs JEPQ

ACPLB

BJEPQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · CPLB $10,208

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−4.0%CPLB · worst fall in 1Y

Held in common0.0%CPLB and JEPQ

NYLI MacKay Core Plus Bond ETF · $492MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+6.0%3 years · per year$11,915 · $16,406+17.9%

+0.4%5 years · per year$10,208 · […][…]

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

5.54%12-mo yield$554 · $1,224 on $10k12.24%

Cards for this view

CPLB

NYLI MacKay Core Plus Bond

$10,208

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCPLBJEPQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield5.54%12.24%

5 years, per year+0.4%[…]

3 years, per year+6.0%+17.9%

Worst drop · 1Y−4.0%−11.5%

Volatility · 1Y3.8%

#
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	ACPLB	NYLI MacKay Core Plus Bond ETFRead Desk	0.35%	5.54%	−0.3%	−0.7%	−0.3%	+6.0%	+0.4%	−4.0%	$492M
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	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	ACPLB	NYLI MacKay Core Plus Bond ETFRead Desk	0.35%	5.54%	−0.3%	−0.7%	−0.3%	+6.0%	+0.4%	−4.0%	$492M
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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