EMDM vs JEPQ

AEMDM

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$15,431VEA

Lowest cost0.03%VEA · $3 on $10k

Most income12.20%JEPQ · $1,220 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common0.0%EMDM and JEPQ

First Trust Bloomberg Emerging Market Democracies ETF · $37MJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+28.0%3 years · per year$20,995 · $16,525+18.2%

[…]5 years · per year[…]

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

2.99%12-mo yield$299 · $1,220 on $10k12.20%

Cards for this view

EMDM

First Trust Bloomberg Emerging Market Democracies

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureEMDMJEPQ

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield2.99%12.20%

5 years, per year[…][…]

3 years, per year+28.0%+18.2%

Worst drop · 1Y−17.5%−11.5%

Volatility · 1Y29.5%

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+0.8%	+13.0%	+17.0%	+20.2%	+9.1%	−11.6%	$231.6B
2	AEMDM	First Trust Bloomberg Emerging Market Democracies ETFRead Desk	0.75%	2.99%	+1.6%	+24.9%	+31.0%	+28.0%	new	−17.5%	$37M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+0.8%	+13.0%	+17.0%	+20.2%	+9.1%	−11.6%	$231.6B
2	AEMDM	First Trust Bloomberg Emerging Market Democracies ETFRead Desk	0.75%	2.99%	+1.6%	+24.9%	+31.0%	+28.0%	new	−17.5%	$37M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

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