JEPQ vs SQLV

AJEPQ

BSQLV

Measures won3–2JEPQ wins · of 6 · 5Y

$10,000 · 5Y$15,699IWF · SQLV $14,078

Lowest cost0.18%IWF · $18 on $10k

Most income12.45%JEPQ · $1,245 on $10k

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

Held in common0.0%JEPQ and SQLV

JPMorgan Nasdaq Equity Premium Income ETF · $42.0BRoyce Quant Small-Cap Quality Value ETF · $40M

+17.6%3 years · per year$16,284 · $15,277+15.2%

[…]5 years · per year[…] · $14,078+7.1%

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

12.45%12-mo yield$1,245 · $102 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SQLV

Royce Quant Small-Cap Quality Value

$14,078

MeasureJEPQSQLV

Fee0.35%0.60%

Cost on $10k a year$35$60

Yield12.45%1.02%

5 years, per year[…]+7.1%

3 years, per year+17.6%+15.2%

Worst drop · 1Y−11.5%−7.7%

Volatility · 1Y16.9%

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1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$117.1B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	−0.1%	+23.5%	+28.9%	+15.2%	+7.1%	−7.7%	$40M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

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1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$117.1B
2	BSQLV	Royce Quant Small-Cap Quality Value ETFRead Desk	0.60%	1.02%	−0.1%	+23.5%	+28.9%	+15.2%	+7.1%	−7.7%	$40M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

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