JEPQ vs SCHD

AJEPQ

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$18,116CIBR · SCHD $16,418

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 common3.8%JEPQ and SCHD

JPMorgan Nasdaq Equity Premium Income ETF · $41.8BSchwab U.S. Dividend Equity ETF · $123B

+18.2%3 years · per year$16,525 · $17,234+19.9%

[…]5 years · per year[…] · $16,418+10.4%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

12.20%12-mo yield$1,220 · $293 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureJEPQSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield12.20%2.93%

5 years, per year[…]+10.4%

3 years, per year+18.2%+19.9%

Worst drop · 1Y−11.5%−6.9%

Volatility · 1Y16.9%

#
1	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.41%	+1.7%	+35.0%	+26.1%	+29.1%	+12.6%	−20.6%	$16.3B
2	BSCHD	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
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	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.41%	+1.7%	+35.0%	+26.1%	+29.1%	+12.6%	−20.6%	$16.3B
2	BSCHD	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
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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