DIAL vs JEPQ

ADIAL

BJEPQ

Measures won3–2DIAL wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · DIAL $10,099

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−4.7%DIAL · worst fall in 1Y

Held in common[…]DIAL and JEPQ

Columbia Diversified Fixed Income Allocation ETF · $409MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+5.9%3 years · per year$11,860 · $16,406+17.9%

+0.2%5 years · per year$10,099 · […][…]

0.29%Expense ratio$29 · $35 on $10k · lower wins0.35%

5.34%12-mo yield$534 · $1,224 on $10k

Cards for this view

DIAL

Columbia Diversified Fixed Income Allocation

$10,099

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDIALJEPQ

Fee0.29%0.35%

Cost on $10k a year$29$35

Yield5.34%12.24%

5 years, per year+0.2%[…]

3 years, per year+5.9%+17.9%

Worst drop · 1Y−4.7%−11.5%

Volatility · 1Y4.7%

#
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	ADIAL	Columbia Diversified Fixed Income Allocation ETFRead Desk	0.29%	5.34%	−0.6%	−1.4%	−1.0%	+5.9%	+0.2%	−4.7%	$409M
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	ADIAL	Columbia Diversified Fixed Income Allocation ETFRead Desk	0.29%	5.34%	−0.6%	−1.4%	−1.0%	+5.9%	+0.2%	−4.7%	$409M
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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