CWI vs JEPQ

ACWI

BJEPQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,160CWI · VXUS $14,734

Lowest cost0.05%VXUS · $5 on $10k

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

Smallest drop−11.3%VXUS · worst fall in 1Y

Held in common0.1%CWI and JEPQ

State Street SPDR MSCI ACWI ex-US ETF · $2.8BJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+19.3%3 years · per year$16,960 · $16,284+17.6%

+8.7%5 years · per year$15,160 · […][…]

0.30%Expense ratio$30 · $35 on $10k · lower wins0.35%

2.78%12-mo yield$278 · $1,245 on $10k

Cards for this view

CWI

SPDR MSCI ACWI ex-US

$15,160

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCWIJEPQ

Fee0.30%0.35%

Cost on $10k a year$30$35

Yield2.78%12.45%

5 years, per year+8.7%[…]

3 years, per year+19.3%+17.6%

Worst drop · 1Y−11.5%−11.5%

Volatility · 1Y18.2%16.9%

#
1	ACWI	State Street SPDR MSCI ACWI ex-US ETFRead Desk	0.30%	2.78%	−0.7%	+10.6%	+14.5%	+19.3%	+8.7%	−11.5%	$2.8B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	−0.7%	+10.4%	+14.3%	+18.7%	+8.1%	−11.3%	$163.2B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

#
1	ACWI	State Street SPDR MSCI ACWI ex-US ETFRead Desk	0.30%	2.78%	−0.7%	+10.6%	+14.5%	+19.3%	+8.7%	−11.5%	$2.8B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	−0.7%	+10.4%	+14.3%	+18.7%	+8.1%	−11.3%	$163.2B
3	BJEPQ	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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