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AITDI

BJEPQ

Measures won4–1ITDI wins · of 6 · 5Y

$10,000 · 5Y$16,513VIG

Lowest cost0.04%VIG · $4 on $10k

Most income12.37%JEPQ · $1,237 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common28.4%ITDI and JEPQ

iShares LifePath Target Date 2065 ETF · $30MJPMorgan Nasdaq Equity Premium Income ETF · $42.5B

+20.3%3 years · per year$17,421 · $16,188+17.4%

[…]5 years · per year[…]

0.12%Expense ratio$12 · $35 on $10k · lower wins0.35%

1.46%12-mo yield$146 · $1,237 on $10k12.37%

Cards for this view

ITDI

iShares LifePath Target Date 2065

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureITDIJEPQ

Fee0.12%0.35%

Cost on $10k a year$12$35

Yield1.46%12.37%

5 years, per year[…][…]

3 years, per year+20.3%+17.4%

Worst drop · 1Y−9.6%−11.5%

Volatility · 1Y14.8%

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	AITDI	iShares LifePath Target Date 2065 ETFRead Desk	0.12%	1.46%	−0.2%	+11.1%	+11.8%	+20.3%	new	−9.6%	$30M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	AITDI	iShares LifePath Target Date 2065 ETFRead Desk	0.12%	1.46%	−0.2%	+11.1%	+11.8%	+20.3%	new	−9.6%	$30M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B