FSZ vs JEPQ

AFSZ

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$15,431VEA · FSZ $13,135

Lowest cost0.03%VEA · $3 on $10k

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

Smallest drop−10.4%FSZ · worst fall in 1Y

Held in common0.0%FSZ and JEPQ

First Trust Switzerland AlphaDEX Fund · $37MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+15.1%3 years · per year$15,266 · $16,525+18.2%

+5.6%5 years · per year$13,135 · […][…]

0.80%Expense ratio$80 · $35 on $10k · lower wins0.35%

1.97%12-mo yield$197 · $1,220 on $10k

Cards for this view

FSZ

First Trust Switzerland AlphaDEX Fund

$13,135

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFSZJEPQ

Fee0.80%0.35%

Cost on $10k a year$80$35

Yield1.97%12.20%

5 years, per year+5.6%[…]

3 years, per year+15.1%+18.2%

Worst drop · 1Y−10.4%−11.5%

Volatility · 1Y14.9%

#
1	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
2	AFSZ	First Trust Switzerland AlphaDEX FundRead Desk	0.80%	1.97%	−0.1%	+5.5%	+10.5%	+15.1%	+5.6%	−10.4%	$37M
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	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
2	AFSZ	First Trust Switzerland AlphaDEX FundRead Desk	0.80%	1.97%	−0.1%	+5.5%	+10.5%	+15.1%	+5.6%	−10.4%	$37M
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

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