FSEC vs JEPQ

AFSEC

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$10,033FSEC · BND $9,803

Lowest cost0.03%BND · $3 on $10k

Most income12.24%JEPQ · $1,224 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]FSEC and JEPQ

FIDELITY INVESTMENT GRADE SECURITIZED ETF · $4.5BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+5.2%3 years · per year$11,652 · $16,406+17.9%

+0.1%5 years · per year$10,033 · […][…]

0.36%Expense ratio$36 · $35 on $10k · lower wins0.35%

4.62%12-mo yield$462 · $1,224 on $10k

Cards for this view

FSEC

FIDELITY INVESTMENT GRADE SECURITIZED

$10,033

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFSECJEPQ

Fee0.36%0.35%

Cost on $10k a year$36$35

Yield4.62%12.24%

5 years, per year+0.1%[…]

3 years, per year+5.2%+17.9%

Worst drop · 1Y−5.0%−11.5%

Volatility · 1Y4.8%

#
1	AFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk	0.36%	4.62%	−0.9%	−1.4%	−1.0%	+5.2%	+0.1%	−5.0%	$4.5B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B

#
1	AFSEC	FIDELITY INVESTMENT GRADE SECURITIZED ETFRead Desk	0.36%	4.62%	−0.9%	−1.4%	−1.0%	+5.2%	+0.1%	−5.0%	$4.5B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B

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