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ASCHD

BJEPQ

Measures won4–1SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · BND $9,762

Lowest cost0.03%BND · $3 on $10k

Most income12.37%JEPQ · $1,237 on $10k

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

Held in common3.8%SCHD and JEPQ

Schwab U.S. Dividend Equity ETF · $124BJPMorgan Nasdaq Equity Premium Income ETF · $42.5B

+20.2%3 years · per year$17,374 · $16,188+17.4%

+10.4%5 years · per year$16,418 · […][…]

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

2.92%12-mo yield$292 · $1,237 on $10k

Cards for this view

SCHD

Schwab U.S. Dividend Equity

$16,418

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSCHDJEPQ

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield2.92%12.37%

5 years, per year+10.4%[…]

3 years, per year+20.2%+17.4%

Worst drop · 1Y−6.9%−11.5%

Volatility · 1Y11.7%

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1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.1%	−1.5%	−1.4%	+4.1%	−0.5%	−4.5%	$161.4B
3	FSTB	Fidelity Short-Term Bond ETFRead Desk	0.21%	1.46%	0.0%	new	new	new	new	[…]	$239M
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.1%	−1.5%	−1.4%	+4.1%	−0.5%	−4.5%	$161.4B
3	FSTB	Fidelity Short-Term Bond ETFRead Desk	0.21%	1.46%	0.0%	new	new	new	new	[…]	$239M
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B