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AJEPQ

BSQLV

Measures won3–2JEPQ wins · of 6 · 5Y

$10,000 · 5Y$13,674IJH · SQLV $13,488

Lowest cost0.05%IJH · $5 on $10k

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

Smallest drop−7.7%SQLV · worst fall in 1Y

Held in common0.0%JEPQ and SQLV

JPMorgan Nasdaq Equity Premium Income ETF · $42.1BRoyce Quant Small-Cap Quality Value ETF · $39M

+17.4%3 years · per year$16,188 · $15,545+15.8%

[…]5 years · per year[…] · $13,488+6.2%

0.35%Expense ratio$35 · $60 on $10k · lower wins0.60%

12.37%12-mo yield$1,237 · $103 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SQLV

Royce Quant Small-Cap Quality Value

$13,488

MeasureJEPQSQLV

Fee0.35%0.60%

Cost on $10k a year$35$60

Yield12.37%1.03%

5 years, per year[…]+6.2%

3 years, per year+17.4%+15.8%

Worst drop · 1Y−11.5%−7.7%

Volatility · 1Y17.0%

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1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+12.7%	+14.0%	+16.4%	+6.5%	−8.8%	$123.7B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	+0.1%	+22.6%	+25.9%	+15.8%	+6.2%	−7.7%	$39M
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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+12.7%	+14.0%	+16.4%	+6.5%	−8.8%	$123.7B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.03%	+0.1%	+22.6%	+25.9%	+15.8%	+6.2%	−7.7%	$39M
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