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AJEPQ

BSECT

Measures won2–3SECT wins · of 6 · 5Y

$10,000 · 5Y$17,095DGRO · SECT $16,540

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common0.0%JEPQ and SECT

JPMorgan Nasdaq Equity Premium Income ETF · $41.8BMain Sector Rotation ETF · $2.8B

+18.2%3 years · per year$16,525 · $16,900+19.1%

[…]5 years · per year[…] · $16,540+10.6%

0.35%Expense ratio$35 · $69 on $10k · lower wins0.69%

12.20%12-mo yield$1,220 · $70 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SECT

Main Sector Rotation

$16,540

MeasureJEPQSECT

Fee0.35%0.69%

Cost on $10k a year$35$69

Yield12.20%0.70%

5 years, per year[…]+10.6%

3 years, per year+18.2%+19.1%

Worst drop · 1Y−11.5%−10.7%

Volatility · 1Y16.9%

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	+0.5%	+19.8%	+22.9%	+20.7%	+11.3%	−6.5%	$45.9B
2	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.70%	+1.6%	+10.2%	+11.2%	+19.1%	+10.6%	−10.7%	$2.8B
3	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
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

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.82%	+0.5%	+19.8%	+22.9%	+20.7%	+11.3%	−6.5%	$45.9B
2	BSECT	Main Sector Rotation ETFRead Desk	0.69%	0.70%	+1.6%	+10.2%	+11.2%	+19.1%	+10.6%	−10.7%	$2.8B
3	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
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