FMB vs JEPQ

AFMB

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · FMB $10,310

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−6.8%FMB · worst fall in 1Y

Held in common[…]FMB and JEPQ

First Trust Managed Municipal ETF · $1.9BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+4.2%3 years · per year$11,316 · $16,525+18.2%

+0.6%5 years · per year$10,310 · […][…]

0.39%Expense ratio$39 · $35 on $10k · lower wins0.35%

3.72%12-mo yield$372 · $1,220 on $10k

Cards for this view

FMB

First Trust Managed Municipal

$10,310

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFMBJEPQ

Fee0.39%0.35%

Cost on $10k a year$39$35

Yield3.72%12.20%

5 years, per year+0.6%[…]

3 years, per year+4.2%+18.2%

Worst drop · 1Y−6.8%−11.5%

Volatility · 1Y3.6%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	AFMB	First Trust Managed Municipal ETFRead Desk	0.39%	3.72%	+0.2%	+0.7%	+1.2%	+4.2%	+0.6%	−6.8%	$1.9B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	AFMB	First Trust Managed Municipal ETFRead Desk	0.39%	3.72%	+0.2%	+0.7%	+1.2%	+4.2%	+0.6%	−6.8%	$1.9B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

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