JEPQ vs SGOV

AJEPQ

BSGOV

Measures won2–3SGOV wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · SGOV $12,095

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common[…]JEPQ and SGOV

JPMorgan Nasdaq Equity Premium Income ETF · $41.8BiShares 0-3 Month Treasury Bond ETF · $117B

+17.9%3 years · per year$16,406 · $11,416+4.5%

[…]5 years · per year[…] · $12,095+3.9%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

12.24%12-mo yield$1,224 · $363 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SGOV

iShares 0-3 Month Treasury Bond

$12,095

MeasureJEPQSGOV

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield12.24%3.63%

5 years, per year[…]+3.9%

3 years, per year+17.9%+4.5%

Worst drop · 1Y−11.5%−0.0%

Volatility · 1Y16.9%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	BSGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	BSGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

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