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AFVAL

BJEPQ

Measures won4–1FVAL wins · of 6 · 5Y

$10,000 · 5Y$17,422FVAL · SCHD $16,418

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common37.1%FVAL and JEPQ

Fidelity Value Factor ETF · $1.4BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+21.1%3 years · per year$17,779 · $16,188+17.4%

+11.7%5 years · per year$17,422 · […][…]

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

1.51%12-mo yield$151 · $1,237 on $10k

Cards for this view

FVAL

Fidelity Value Factor

$17,422

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFVALJEPQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.51%12.37%

5 years, per year+11.7%[…]

3 years, per year+21.1%+17.4%

Worst drop · 1Y−8.9%−11.5%

Volatility · 1Y12.4%

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1	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.51%	−0.2%	+14.2%	+16.3%	+21.1%	+11.7%	−8.9%	$1.4B
2	SCHD	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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.1B

#
1	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.51%	−0.2%	+14.2%	+16.3%	+21.1%	+11.7%	−8.9%	$1.4B
2	SCHD	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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.1B