DRIP vs JEPQ

ADRIP

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · DRIP $939

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common[…]DRIP and JEPQ

Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF · $145MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

−24.9%3 years · per year$4,237 · $16,284+17.6%

−37.7%5 years · per year$939 · […][…]

1.03%Expense ratio$103 · $35 on $10k · lower wins0.35%

3.23%12-mo yield$323 · $1,245 on $10k

Cards for this view

DRIP

Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X

$939

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDRIPJEPQ

Fee1.03%0.35%

Cost on $10k a year$103$35

Yield3.23%12.45%

5 years, per year−37.7%[…]

3 years, per year−24.9%+17.6%

Worst drop · 1Y−68.8%−11.5%

Volatility · 1Y59.7%

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	ADRIP	Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETFRead Desk	1.03%	3.23%	−1.5%	−56.9%	−55.6%	−24.9%	−37.7%	−68.8%	$145M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	ADRIP	Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETFRead Desk	1.03%	3.23%	−1.5%	−56.9%	−55.6%	−24.9%	−37.7%	−68.8%	$145M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

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