FSTA vs JEPQ

AFSTA

BJEPQ

Measures won3–2FSTA wins · of 6 · 5Y

$10,000 · 5Y$21,694XLK · FSTA $14,747

Lowest cost0.08%FSTA · $8 on $10k

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

Smallest drop−9.4%FSTA · worst fall in 1Y

Held in common5.4%FSTA and JEPQ

Fidelity MSCI Consumer Staples Index ETF · $1.5BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+13.4%3 years · per year$14,569 · $16,406+17.9%

+8.1%5 years · per year$14,747 · […][…]

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

2.03%12-mo yield$203 · $1,224 on $10k

Cards for this view

FSTA

Fidelity MSCI Consumer Staples Index

$14,747

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFSTAJEPQ

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield2.03%12.24%

5 years, per year+8.1%[…]

3 years, per year+13.4%+17.9%

Worst drop · 1Y−9.4%−11.5%

Volatility · 1Y15.3%

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.48%	−0.3%	+21.1%	+19.2%	+26.5%	+16.8%	−19.6%	$116.5B
2	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.03%	−0.3%	+19.8%	+20.6%	+13.4%	+8.1%	−9.4%	$1.5B
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	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.48%	−0.3%	+21.1%	+19.2%	+26.5%	+16.8%	−19.6%	$116.5B
2	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.03%	−0.3%	+19.8%	+20.6%	+13.4%	+8.1%	−9.4%	$1.5B
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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