GTO vs JEPQ

AGTO

BJEPQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · GTO $9,770

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common0.0%GTO and JEPQ

Invesco Total Return Bond ETF · $2.6BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+4.9%3 years · per year$11,544 · $16,406+17.9%

−0.5%5 years · per year$9,770 · […][…]

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

4.98%12-mo yield$498 · $1,224 on $10k12.24%

Cards for this view

GTO

Invesco Total Return Bond

$9,770

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureGTOJEPQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield4.98%12.24%

5 years, per year−0.5%[…]

3 years, per year+4.9%+17.9%

Worst drop · 1Y−4.5%−11.5%

Volatility · 1Y3.7%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	AGTO	Invesco Total Return Bond ETFRead Desk	0.35%	4.98%	−0.6%	−1.4%	−1.2%	+4.9%	−0.5%	−4.5%	$2.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	AGTO	Invesco Total Return Bond ETFRead Desk	0.35%	4.98%	−0.6%	−1.4%	−1.2%	+4.9%	−0.5%	−4.5%	$2.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

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