JEPQ vs BSJS

AJEPQ

BBSJS

Measures won3–2JEPQ wins · of 6 · 5Y

$10,000 · 5Y$11,653BSJS · AGG $9,806

Lowest cost0.03%AGG · $3 on $10k

Most income12.24%JEPQ · $1,224 on $10k

Smallest drop−1.6%BSJS · worst fall in 1Y

Held in common0.0%JEPQ and BSJS

JPMorgan Nasdaq Equity Premium Income ETF · $41.8BInvesco BulletShares 2028 High Yield Corporate Bond ETF · $782M

+17.9%3 years · per year$16,406 · $12,580+8.0%

[…]5 years · per year[…] · $11,653+3.1%

0.35%Expense ratio$35 · $42 on $10k · lower wins0.42%

12.24%12-mo yield$1,224 · $609 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

BSJS

Invesco BulletShares 2028 High Yield Corporate Bond

$11,653

MeasureJEPQBSJS

Fee0.35%0.42%

Cost on $10k a year$35$42

Yield12.24%6.09%

5 years, per year[…]+3.1%

3 years, per year+17.9%+8.0%

Worst drop · 1Y−11.5%−1.6%

Volatility · 1Y16.9%

#
1	BBSJS	Invesco BulletShares 2028 High Yield Corporate Bond ETFRead Desk	0.42%	6.09%	−0.1%	+2.7%	+3.7%	+8.0%	+3.1%	−1.6%	$782M
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$138.0B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

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1	BBSJS	Invesco BulletShares 2028 High Yield Corporate Bond ETFRead Desk	0.42%	6.09%	−0.1%	+2.7%	+3.7%	+8.0%	+3.1%	−1.6%	$782M
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$138.0B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

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