FTMS vs JEPQ

AFTMS

BJEPQ

Measures won3–1FTMS wins · of 6 · 5Y

$10,000 · 5Y$12,095SGOV

Lowest cost0.09%SGOV · $9 on $10k

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

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common0.0%FTMS and JEPQ

Franklin Short-Term Municipal Income ETF · $266MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

[…]3 years · per year[…] · $16,406+17.9%

[…]5 years · per year[…]

0.22%Expense ratio$22 · $35 on $10k · lower wins0.35%

3.35%12-mo yield$335 · $1,224 on $10k12.24%

Cards for this view

FTMS

Franklin Short-Term Municipal Income

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFTMSJEPQ

Fee0.22%0.35%

Cost on $10k a year$22$35

Yield3.35%12.24%

5 years, per year[…][…]

3 years, per year[…]+17.9%

Worst drop · 1Y−2.0%−11.5%

Volatility · 1Y2.2%

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$117.1B
2	AFTMS	Franklin Short-Term Municipal Income ETFRead Desk	0.22%	3.35%	−0.2%	+1.9%	+2.3%	new	new	−2.0%	$266M
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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$117.1B
2	AFTMS	Franklin Short-Term Municipal Income ETFRead Desk	0.22%	3.35%	−0.2%	+1.9%	+2.3%	new	new	−2.0%	$266M
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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