FXED vs JEPQ

AFXED

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$12,092SGOV · FXED $10,682

Lowest cost0.09%SGOV · $9 on $10k

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

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

Held in common0.0%FXED and JEPQ

Sound Enhanced Fixed Income ETF · $40MJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+4.9%3 years · per year$11,559 · $16,525+18.2%

+1.3%5 years · per year$10,682 · […][…]

0.49%Expense ratio$49 · $35 on $10k · lower wins0.35%

7.50%12-mo yield$750 · $1,220 on $10k

Cards for this view

FXED

Sound Enhanced Fixed Income

$10,682

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFXEDJEPQ

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield7.50%12.20%

5 years, per year+1.3%[…]

3 years, per year+4.9%+18.2%

Worst drop · 1Y−6.2%−11.5%

Volatility · 1Y8.9%

#
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%	$116.5B
2	AFXED	Sound Enhanced Fixed Income ETFRead Desk	0.49%	7.50%	−0.3%	−2.9%	−2.3%	+4.9%	+1.3%	−6.2%	$40M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

#
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%	$116.5B
2	AFXED	Sound Enhanced Fixed Income ETFRead Desk	0.49%	7.50%	−0.3%	−2.9%	−2.3%	+4.9%	+1.3%	−6.2%	$40M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

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