CWS vs JEPQ

ACWS

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · CWS $13,943

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common1.0%CWS and JEPQ

AdvisorShares Focused Equity ETF · $111MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+10.4%3 years · per year$13,460 · $16,406+17.9%

+6.9%5 years · per year$13,943 · […][…]

0.78%Expense ratio$78 · $35 on $10k · lower wins0.35%

0.31%12-mo yield$31 · $1,224 on $10k

Cards for this view

CWS

AdvisorShares Focused Equity

$13,943

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCWSJEPQ

Fee0.78%0.35%

Cost on $10k a year$78$35

Yield0.31%12.24%

5 years, per year+6.9%[…]

3 years, per year+10.4%+17.9%

Worst drop · 1Y−11.9%−11.5%

Volatility · 1Y14.1%

#
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	ACWS	AdvisorShares Focused Equity ETFRead Desk	0.78%	0.31%	−1.3%	−0.3%	+0.2%	+10.4%	+6.9%	−11.9%	$111M
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	ACWS	AdvisorShares Focused Equity ETFRead Desk	0.78%	0.31%	−1.3%	−0.3%	+0.2%	+10.4%	+6.9%	−11.9%	$111M
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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