FEX vs JEPQ

AFEX

BJEPQ

Measures won3–2FEX wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · FEX $16,011

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common13.4%FEX and JEPQ

First Trust Large Cap Core AlphaDEX Fund · $1.6BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+20.5%3 years · per year$17,504 · $16,406+17.9%

+9.9%5 years · per year$16,011 · […][…]

0.57%Expense ratio$57 · $35 on $10k · lower wins0.35%

1.00%12-mo yield$100 · $1,224 on $10k

Cards for this view

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,011

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFEXJEPQ

Fee0.57%0.35%

Cost on $10k a year$57$35

Yield1.00%12.24%

5 years, per year+9.9%[…]

3 years, per year+20.5%+17.9%

Worst drop · 1Y−6.6%−11.5%

Volatility · 1Y13.5%

#
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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.00%	−0.8%	+16.7%	+18.2%	+20.5%	+9.9%	−6.6%	$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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.00%	−0.8%	+16.7%	+18.2%	+20.5%	+9.9%	−6.6%	$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

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