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AIVE

BJEPQ

Measures won4–1IVE wins · of 6 · 5Y

$10,000 · 5Y$17,214SPY · IVE $17,203

Lowest cost0.09%SPY · $9 on $10k

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

Smallest drop−6.2%IVE · worst fall in 1Y

Held in common30.4%IVE and JEPQ

iShares S&P 500 Value ETF · $50.7BJPMorgan Nasdaq Equity Premium Income ETF · $42.5B

+17.6%3 years · per year$16,274 · $16,188+17.4%

+11.5%5 years · per year$17,203 · […][…]

0.18%Expense ratio$18 · $35 on $10k · lower wins0.35%

1.49%12-mo yield$149 · $1,237 on $10k

Cards for this view

IVE

iShares S&P 500 Value

$17,203

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIVEJEPQ

Fee0.18%0.35%

Cost on $10k a year$18$35

Yield1.49%12.37%

5 years, per year+11.5%[…]

3 years, per year+17.6%+17.4%

Worst drop · 1Y−6.2%−11.5%

Volatility · 1Y10.3%

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
2	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.49%	+0.2%	+15.5%	+16.1%	+17.6%	+11.5%	−6.2%	$50.7B
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

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1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
2	AIVE	iShares S&P 500 Value ETFRead Desk	0.18%	1.49%	+0.2%	+15.5%	+16.1%	+17.6%	+11.5%	−6.2%	$50.7B
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