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AIWS

BJEPQ

Measures won4–1IWS wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · IWS $15,299

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 common1.4%IWS and JEPQ

iShares Russell Mid-Cap Value ETF · $15.1BJPMorgan Nasdaq Equity Premium Income ETF · $42.5B

+20.7%3 years · per year$17,569 · $16,188+17.4%

+8.9%5 years · per year$15,299 · […][…]

0.23%Expense ratio$23 · $35 on $10k · lower wins0.35%

1.28%12-mo yield$128 · $1,237 on $10k

Cards for this view

IWS

iShares Russell Mid-Cap Value

$15,299

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIWSJEPQ

Fee0.23%0.35%

Cost on $10k a year$23$35

Yield1.28%12.37%

5 years, per year+8.9%[…]

3 years, per year+20.7%+17.4%

Worst drop · 1Y−7.5%−11.5%

Volatility · 1Y13.5%

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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	AIWS	iShares Russell Mid-Cap Value ETFRead Desk	0.23%	1.28%	+0.2%	+23.1%	+24.2%	+20.7%	+8.9%	−7.5%	$15.1B
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	AIWS	iShares Russell Mid-Cap Value ETFRead Desk	0.23%	1.28%	+0.2%	+23.1%	+24.2%	+20.7%	+8.9%	−7.5%	$15.1B
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