IDEF vs JEPQ

AIDEF

BJEPQ

Measures won0–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$17,875CIBR

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.45%JEPQ · $1,245 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common8.6%IDEF and JEPQ

iShares Defense Industrials Act · $3.6BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

[…]3 years · per year[…] · $16,284+17.6%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%

0.35%12-mo yield$35 · $1,245 on $10k12.45%

Cards for this view

IDEF

iShares Defense Industrials Act

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIDEFJEPQ

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield0.35%12.45%

5 years, per year[…][…]

3 years, per year[…]+17.6%

Worst drop · 1Y−23.7%−11.5%

Volatility · 1Y24.5%16.9%

#
1	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	−0.1%	+32.8%	+26.2%	+28.1%	+12.3%	−20.6%	$15.8B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.8%	−2.7%	−2.8%	new	new	−23.7%	$3.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

#
1	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	−0.1%	+32.8%	+26.2%	+28.1%	+12.3%	−20.6%	$15.8B
2	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.35%	+0.8%	−2.7%	−2.8%	new	new	−23.7%	$3.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

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