JEPQ vs IPOS

AJEPQ

BIPOS

Measures won5–0JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,690IEFA · IPOS $6,336

Lowest cost0.07%IEFA · $7 on $10k

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

Smallest drop−11.5%IEFA · worst fall in 1Y

Held in common0.0%JEPQ and IPOS

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BRenaissance International IPO ETF · $9M

+17.9%3 years · per year$16,406 · $13,417+10.3%

[…]5 years · per year[…] · $6,336−8.7%

0.35%Expense ratio$35 · $80 on $10k · lower wins0.80%

12.24%12-mo yield$1,224 · $81 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

IPOS

Renaissance International IPO

$6,336

MeasureJEPQIPOS

Fee0.35%0.80%

Cost on $10k a year$35$80

Yield12.24%0.81%

5 years, per year[…]−8.7%

3 years, per year+17.9%+10.3%

Worst drop · 1Y−11.5%−33.2%

Volatility · 1Y16.9%

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1	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$191.0B
2	BIPOS	Renaissance International IPO ETFRead Desk	0.80%	0.81%	−2.6%	+5.4%	+2.4%	+10.3%	−8.7%	−33.2%	$9M
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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1	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$191.0B
2	BIPOS	Renaissance International IPO ETFRead Desk	0.80%	0.81%	−2.6%	+5.4%	+2.4%	+10.3%	−8.7%	−33.2%	$9M
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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