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ASCHD

BJEPQ

Measures won4–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · BND $9,803

Lowest cost0.03%BND · $3 on $10k

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

Smallest drop−4.5%BND · worst fall in 1Y

Held in common3.8%SCHD and JEPQ

Schwab U.S. Dividend Equity ETF · $124BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+19.9%3 years · per year$17,257 · $16,406+17.9%

+10.4%5 years · per year$16,429 · […][…]

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

2.93%12-mo yield$293 · $1,224 on $10k

Cards for this view

SCHD

Schwab U.S. Dividend Equity

$16,429

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSCHDJEPQ

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield2.93%12.24%

5 years, per year+10.4%[…]

3 years, per year+19.9%+17.9%

Worst drop · 1Y−6.9%−11.5%

Volatility · 1Y11.7%

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1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.2%	+2.8%	new	new	new	[…]	$70M
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.2%	+2.8%	new	new	new	[…]	$70M
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B