IBTL vs JEPQ

AIBTL

BJEPQ

Measures won3–2IBTL wins · of 6 · 5Y

$10,000 · 5Y$12,095SGOV · IBTL $9,399

Lowest cost0.07%IBTL · $7 on $10k

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

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

Held in common[…]IBTL and JEPQ

iShares iBonds Dec 2031 Term Treasury ETF · $790MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+3.9%3 years · per year$11,230 · $16,406+17.9%

−1.2%5 years · per year$9,399 · […][…]

0.07%Expense ratio$7 · $35 on $10k · lower wins0.35%

4.03%12-mo yield$403 · $1,224 on $10k

Cards for this view

IBTL

iShares iBonds Dec 2031 Term Treasury

$9,399

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIBTLJEPQ

Fee0.07%0.35%

Cost on $10k a year$7$35

Yield4.03%12.24%

5 years, per year−1.2%[…]

3 years, per year+3.9%+17.9%

Worst drop · 1Y−4.3%−11.5%

Volatility · 1Y3.5%

#
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%	$116.9B
2	AIBTL	iShares iBonds Dec 2031 Term Treasury ETFRead Desk	0.07%	4.03%	−0.5%	−1.7%	−1.5%	+3.9%	−1.2%	−4.3%	$790M
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	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%	$116.9B
2	AIBTL	iShares iBonds Dec 2031 Term Treasury ETFRead Desk	0.07%	4.03%	−0.5%	−1.7%	−1.5%	+3.9%	−1.2%	−4.3%	$790M
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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