DMXF vs JEPQ

ADMXF

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,653VXUS · DMXF $13,601

Lowest cost0.05%VXUS · $5 on $10k

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

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

Held in common0.2%DMXF and JEPQ

iShares ESG Advanced MSCI EAFE ETF · $1.1BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+17.2%3 years · per year$16,100 · $16,406+17.9%

+6.3%5 years · per year$13,601 · […][…]

0.12%Expense ratio$12 · $35 on $10k · lower wins0.35%

4.22%12-mo yield$422 · $1,224 on $10k

Cards for this view

DMXF

iShares ESG Advanced MSCI EAFE

$13,601

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDMXFJEPQ

Fee0.12%0.35%

Cost on $10k a year$12$35

Yield4.22%12.24%

5 years, per year+6.3%[…]

3 years, per year+17.2%+17.9%

Worst drop · 1Y−11.8%−11.5%

Volatility · 1Y18.1%

#
1	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	−0.9%	+10.4%	+12.3%	+19.0%	+7.9%	−11.3%	$163.2B
2	ADMXF	iShares ESG Advanced MSCI EAFE ETFRead Desk	0.12%	4.22%	−0.8%	+12.9%	+13.6%	+17.2%	+6.3%	−11.8%	$1.1B
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	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	−0.9%	+10.4%	+12.3%	+19.0%	+7.9%	−11.3%	$163.2B
2	ADMXF	iShares ESG Advanced MSCI EAFE ETFRead Desk	0.12%	4.22%	−0.8%	+12.9%	+13.6%	+17.2%	+6.3%	−11.8%	$1.1B
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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