IFGL vs JEPQ

AIFGL

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · IFGL $8,541

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common0.0%IFGL and JEPQ

iShares International Developed Real Estate ETF · $81MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+7.4%3 years · per year$12,391 · $16,525+18.2%

−3.1%5 years · per year$8,541 · […][…]

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

4.49%12-mo yield$449 · $1,220 on $10k

Cards for this view

IFGL

iShares International Developed Real Estate

$8,541

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIFGLJEPQ

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield4.49%12.20%

5 years, per year−3.1%[…]

3 years, per year+7.4%+18.2%

Worst drop · 1Y−18.1%−11.5%

Volatility · 1Y14.5%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	AIFGL	iShares International Developed Real Estate ETFRead Desk	0.50%	4.49%	−1.2%	−5.3%	−3.3%	+7.4%	−3.1%	−18.1%	$81M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	AIFGL	iShares International Developed Real Estate ETFRead Desk	0.50%	4.49%	−1.2%	−5.3%	−3.3%	+7.4%	−3.1%	−18.1%	$81M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

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