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AJEPQ

BSQLV

Measures won3–2JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,151VUG · IWF $15,505

Lowest cost0.03%VUG · $3 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 · $42.6BRoyce 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$118.9B
3	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
4	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.6B

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1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$118.9B
3	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
4	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.6B