FPRO vs JEPQ

AFPRO

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · FPRO $11,087

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 common0.2%FPRO and JEPQ

Fidelity Real Estate Investment ETF · $15MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+12.6%3 years · per year$14,264 · $16,525+18.2%

+2.1%5 years · per year$11,087 · […][…]

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

2.40%12-mo yield$240 · $1,220 on $10k

Cards for this view

FPRO

Fidelity Real Estate Investment

$11,087

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFPROJEPQ

Fee0.57%0.35%

Cost on $10k a year$57$35

Yield2.40%12.20%

5 years, per year+2.1%[…]

3 years, per year+12.6%+18.2%

Worst drop · 1Y−11.0%−11.5%

Volatility · 1Y14.1%

#
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	AFPRO	Fidelity Real Estate Investment ETFRead Desk	0.57%	2.40%	−0.3%	+14.4%	+13.5%	+12.6%	+2.1%	−11.0%	$15M
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	AFPRO	Fidelity Real Estate Investment ETFRead Desk	0.57%	2.40%	−0.3%	+14.4%	+13.5%	+12.6%	+2.1%	−11.0%	$15M
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

Loading…