FDIS vs JEPQ

AFDIS

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · FDIS $11,856

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common9.8%FDIS and JEPQ

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+14.7%3 years · per year$15,093 · $16,406+17.9%

+3.5%5 years · per year$11,856 · […][…]

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

0.74%12-mo yield$74 · $1,224 on $10k

Cards for this view

FDIS

Fidelity MSCI Consumer Discretionary Index

$11,856

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFDISJEPQ

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield0.74%12.24%

5 years, per year+3.5%[…]

3 years, per year+14.7%+17.9%

Worst drop · 1Y−15.5%−11.5%

Volatility · 1Y19.7%

#
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	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	−0.6%	+2.5%	+2.4%	+14.7%	+3.5%	−15.5%	$1.6B
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	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	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	−0.6%	+2.5%	+2.4%	+14.7%	+3.5%	−15.5%	$1.6B
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

Loading…