FSGS vs JEPQ

AFSGS

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,326VUG · FSGS $11,766

Lowest cost0.03%VUG · $3 on $10k

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

Smallest drop−11.3%FSGS · worst fall in 1Y

Held in common0.2%FSGS and JEPQ

First Trust SMID Growth Strength ETF · $30MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+10.8%3 years · per year$13,608 · $16,406+17.9%

+3.3%5 years · per year$11,766 · […][…]

0.60%Expense ratio$60 · $35 on $10k · lower wins0.35%

0.03%12-mo yield$3 · $1,224 on $10k

Cards for this view

FSGS

First Trust SMID Growth Strength

$11,766

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFSGSJEPQ

Fee0.60%0.35%

Cost on $10k a year$60$35

Yield0.03%12.24%

5 years, per year+3.3%[…]

3 years, per year+10.8%+17.9%

Worst drop · 1Y−11.3%−11.5%

Volatility · 1Y15.4%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	AFSGS	First Trust SMID Growth Strength ETFRead Desk	0.60%	0.03%	−0.9%	+8.6%	+7.6%	+10.8%	+3.3%	−11.3%	$30M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	AFSGS	First Trust SMID Growth Strength ETFRead Desk	0.60%	0.03%	−0.9%	+8.6%	+7.6%	+10.8%	+3.3%	−11.3%	$30M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

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