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AJEPQ

BIJS

Measures won2–3IJS wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · IWF $15,927

Lowest cost0.06%SCHD · $6 on $10k

Most income12.20%JEPQ · $1,220 on $10k

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

Held in common0.0%JEPQ and IJS

JPMorgan Nasdaq Equity Premium Income ETF · $41.8BiShares S&P Small-Cap 600 Value ETF · $7.8B

+18.2%3 years · per year$16,525 · $15,965+16.9%

[…]5 years · per year[…] · $13,404+6.0%

0.35%Expense ratio$35 · $18 on $10k · lower wins0.18%

12.20%12-mo yield$1,220 · $138 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

IJS

iShares S&P Small-Cap 600 Value

$13,404

MeasureJEPQIJS

Fee0.35%0.18%

Cost on $10k a year$35$18

Yield12.20%1.38%

5 years, per year[…]+6.0%

3 years, per year+18.2%+16.9%

Worst drop · 1Y−11.5%−9.3%

Volatility · 1Y16.9%

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$119.2B
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+0.7%	+19.3%	+22.0%	+16.9%	+6.0%	−9.3%	$7.8B
4	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$119.2B
3	BIJS	iShares S&P Small-Cap 600 Value ETFRead Desk	0.18%	1.38%	+0.7%	+19.3%	+22.0%	+16.9%	+6.0%	−9.3%	$7.8B
4	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B