IUSB vs JEPQ

AIUSB

BJEPQ

Measures won3–2IUSB wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · IUSB $10,070

Lowest cost0.06%IUSB · $6 on $10k

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

Smallest drop−4.3%IUSB · worst fall in 1Y

Held in common[…]IUSB and JEPQ

iShares Core Universal USD Bond ETF · $50.5BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+5.0%3 years · per year$11,560 · $16,284+17.6%

+0.1%5 years · per year$10,070 · […][…]

0.06%Expense ratio$6 · $35 on $10k · lower wins0.35%

4.36%12-mo yield$436 · $1,245 on $10k

Cards for this view

IUSB

iShares Core Universal USD Bond

$10,070

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIUSBJEPQ

Fee0.06%0.35%

Cost on $10k a year$6$35

Yield4.36%12.45%

5 years, per year+0.1%[…]

3 years, per year+5.0%+17.6%

Worst drop · 1Y−4.3%−11.5%

Volatility · 1Y3.9%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.36%	−0.6%	−0.5%	−0.2%	+5.0%	+0.1%	−4.3%	$50.5B
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	AIUSB	iShares Core Universal USD Bond ETFRead Desk	0.06%	4.36%	−0.6%	−0.5%	−0.2%	+5.0%	+0.1%	−4.3%	$50.5B
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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