FRDM vs JEPQ

AFRDM

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$21,012FRDM · VEA $15,337

Lowest cost0.03%VEA · $3 on $10k

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

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

Held in common0.0%FRDM and JEPQ

Freedom 100 Emerging Markets ETF · $3.2BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+31.0%3 years · per year$22,472 · $16,525+18.2%

+16.6%5 years · per year$21,515 · […][…]

0.49%Expense ratio$49 · $35 on $10k · lower wins0.35%

1.88%12-mo yield$188 · $1,220 on $10k

Cards for this view

FRDM

Freedom 100 Emerging Markets

$21,515

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFRDMJEPQ

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield1.88%12.20%

5 years, per year+16.6%[…]

3 years, per year+31.0%+18.2%

Worst drop · 1Y−23.4%−11.5%

Volatility · 1Y33.6%

#
1	AFRDM	Freedom 100 Emerging Markets ETFRead Desk	0.49%	1.88%	+2.7%	+23.7%	+32.4%	+31.0%	+16.6%	−23.4%	$3.2B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+0.8%	+13.0%	+17.0%	+20.2%	+9.1%	−11.6%	$231.6B
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	AFRDM	Freedom 100 Emerging Markets ETFRead Desk	0.49%	1.88%	+2.7%	+23.7%	+32.4%	+31.0%	+16.6%	−23.4%	$3.2B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+0.8%	+13.0%	+17.0%	+20.2%	+9.1%	−11.6%	$231.6B
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…