FNDA vs JEPQ

AFNDA

BJEPQ

Measures won3–2FNDA wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · FNDA $13,793

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common1.1%FNDA and JEPQ

Schwab Fundamental U.S. Small Company Index ETF · $9.0BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+16.7%3 years · per year$15,904 · $16,525+18.2%

+6.6%5 years · per year$13,793 · […][…]

0.25%Expense ratio$25 · $35 on $10k · lower wins0.35%

1.21%12-mo yield$121 · $1,220 on $10k

Cards for this view

FNDA

Schwab Fundamental U.S. Small Company Index

$13,793

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFNDAJEPQ

Fee0.25%0.35%

Cost on $10k a year$25$35

Yield1.21%12.20%

5 years, per year+6.6%[…]

3 years, per year+16.7%+18.2%

Worst drop · 1Y−9.4%−11.5%

Volatility · 1Y16.2%

#
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	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.21%	+0.6%	+17.0%	+20.0%	+16.7%	+6.6%	−9.4%	$9.0B
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	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.21%	+0.6%	+17.0%	+20.0%	+16.7%	+6.6%	−9.4%	$9.0B
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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