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AJEPQ

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,214SPY · SCHD $16,418

Lowest cost0.06%SCHD · $6 on $10k

Most income12.37%JEPQ · $1,237 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common49.2%JEPQ and SPY

JPMorgan Nasdaq Equity Premium Income ETF · $42.1BState Street SPDR S&P 500 ETF · $807B

+17.4%3 years · per year$16,188 · $17,889+21.4%

[…]5 years · per year[…] · $17,214+11.5%

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

12.37%12-mo yield$1,237 · $101 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SPY

SPDR S&P 500

$17,214

MeasureJEPQSPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield12.37%1.01%

5 years, per year[…]+11.5%

3 years, per year+17.4%+21.4%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y17.0%

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1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.1B

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1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.1B