DWM vs JEPQ

ADWM

BJEPQ

Measures won3–2DWM wins · of 6 · 5Y

$10,000 · 5Y$16,260DWM · VEA $15,337

Lowest cost0.03%VEA · $3 on $10k

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

Smallest drop−10.9%DWM · worst fall in 1Y

Held in common0.0%DWM and JEPQ

WisdomTree International Equity Fund · $644MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+19.1%3 years · per year$16,909 · $16,406+17.9%

+10.2%5 years · per year$16,260 · […][…]

0.48%Expense ratio$48 · $35 on $10k · lower wins0.35%

2.72%12-mo yield$272 · $1,224 on $10k

Cards for this view

DWM

WisdomTree International Equity Fund

$16,260

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDWMJEPQ

Fee0.48%0.35%

Cost on $10k a year$48$35

Yield2.72%12.24%

5 years, per year+10.2%[…]

3 years, per year+19.1%+17.9%

Worst drop · 1Y−10.9%−11.5%

Volatility · 1Y15.3%

#
1	ADWM	WisdomTree International Equity FundRead Desk	0.48%	2.72%	−0.6%	+9.4%	+12.3%	+19.1%	+10.2%	−10.9%	$644M
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.45%	−0.7%	+12.2%	+15.5%	+20.2%	+8.9%	−11.6%	$231.6B
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	ADWM	WisdomTree International Equity FundRead Desk	0.48%	2.72%	−0.6%	+9.4%	+12.3%	+19.1%	+10.2%	−10.9%	$644M
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.45%	−0.7%	+12.2%	+15.5%	+20.2%	+8.9%	−11.6%	$231.6B
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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