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AIVOO

BJEPQ

Measures won3–2IVOO wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · IVOO $13,662

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common0.1%IVOO and JEPQ

Vanguard S&P Mid-Cap 400 ETF · $3.7BJPMorgan Nasdaq Equity Premium Income ETF · $42.5B

+16.4%3 years · per year$15,783 · $16,188+17.4%

+6.4%5 years · per year$13,662 · […][…]

0.07%Expense ratio$7 · $35 on $10k · lower wins0.35%

1.20%12-mo yield$120 · $1,237 on $10k

Cards for this view

IVOO

Vanguard S&P Mid-Cap 400

$13,662

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIVOOJEPQ

Fee0.07%0.35%

Cost on $10k a year$7$35

Yield1.20%12.37%

5 years, per year+6.4%[…]

3 years, per year+16.4%+17.4%

Worst drop · 1Y−8.8%−11.5%

Volatility · 1Y15.7%

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk	0.07%	1.20%	0.0%	+12.7%	+14.1%	+16.4%	+6.4%	−8.8%	$3.7B
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk	0.07%	1.20%	0.0%	+12.7%	+14.1%	+16.4%	+6.4%	−8.8%	$3.7B
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