FNCL vs JEPQ

AFNCL

BJEPQ

Measures won3–2FNCL wins · of 6 · 5Y

$10,000 · 5Y$21,336VGT · FNCL $15,539

Lowest cost0.08%FNCL · $8 on $10k

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

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

Held in common0.6%FNCL and JEPQ

Fidelity MSCI Financials Index ETF · $2.3BJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+22.6%3 years · per year$18,407 · $16,525+18.2%

+9.2%5 years · per year$15,539 · […][…]

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

1.56%12-mo yield$156 · $1,220 on $10k

Cards for this view

FNCL

Fidelity MSCI Financials Index

$15,539

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFNCLJEPQ

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.56%12.20%

5 years, per year+9.2%[…]

3 years, per year+22.6%+18.2%

Worst drop · 1Y−14.8%−11.5%

Volatility · 1Y15.4%

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+2.9%	+21.1%	+17.1%	+29.1%	+16.4%	−17.5%	$154.5B
2	AFNCL	Fidelity MSCI Financials Index ETFRead Desk	0.08%	1.56%	+0.5%	+7.7%	+12.0%	+22.6%	+9.2%	−14.8%	$2.3B
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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+2.9%	+21.1%	+17.1%	+29.1%	+16.4%	−17.5%	$154.5B
2	AFNCL	Fidelity MSCI Financials Index ETFRead Desk	0.08%	1.56%	+0.5%	+7.7%	+12.0%	+22.6%	+9.2%	−14.8%	$2.3B
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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