JEPQ vs IJS

AJEPQ

BIJS

Measures won2–3IJS wins · of 6 · 5Y

$10,000 · 5Y$16,557VUG · IJS $13,404

Lowest cost0.03%VUG · $3 on $10k

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

Smallest drop−9.3%IJS · 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%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	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
3	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

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	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
3	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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