JEPQ vs GLD

AJEPQ

BGLD

Measures won4–1JEPQ wins · of 6 · 5Y

$10,000 · 5Y$21,169GLD · SCHD $16,429

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common[…]JEPQ and GLD

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BSPDR Gold Shares · $134B

+17.9%3 years · per year$16,406 · $19,436+24.8%

[…]5 years · per year[…] · $21,169+16.2%

0.35%Expense ratio$35 · $40 on $10k · lower wins0.40%

12.24%12-mo yield$1,224 · $0 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

GLD

SPDR Gold Shares

$21,169

MeasureJEPQGLD

Fee0.35%0.40%

Cost on $10k a year$35$40

Yield12.24%0.00%

5 years, per year[…]+16.2%

3 years, per year+17.9%+24.8%

Worst drop · 1Y−11.5%−28.4%

Volatility · 1Y16.9%

#
1	BGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−2.8%	−10.5%	−6.6%	+24.8%	+16.2%	−28.4%	$134.3B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B

#
1	BGLD	SPDR Gold SharesRead Desk	0.40%	0.00%	−2.8%	−10.5%	−6.6%	+24.8%	+16.2%	−28.4%	$134.3B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$123.6B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B

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