JEPQ vs VTIP

AJEPQ

BVTIP

Measures won2–3VTIP wins · of 6 · 5Y

$10,000 · 5Y$12,092SGOV · VTIP $11,364

Lowest cost0.03%VTIP · $3 on $10k

Most income12.20%JEPQ · $1,220 on $10k

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

Held in common[…]JEPQ and VTIP

JPMorgan Nasdaq Equity Premium Income ETF · $42.0BVanguard Short-Term Inflation-Protected Securities ETF · $20.9B

+18.2%3 years · per year$16,525 · $11,308+4.2%

[…]5 years · per year[…] · $11,364+2.6%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

12.20%12-mo yield$1,220 · $483 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

VTIP

Vanguard Short-Term Inflation-Protected Securities

$11,364

MeasureJEPQVTIP

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield12.20%4.83%

5 years, per year[…]+2.6%

3 years, per year+18.2%+4.2%

Worst drop · 1Y−11.5%−2.6%

Volatility · 1Y16.9%

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.5B
2	BVTIP	Vanguard Short-Term Inflation-Protected Securities ETFRead Desk	0.03%	4.83%	0.0%	+0.1%	+0.4%	+4.2%	+2.6%	−2.6%	$20.9B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.5B
2	BVTIP	Vanguard Short-Term Inflation-Protected Securities ETFRead Desk	0.03%	4.83%	0.0%	+0.1%	+0.4%	+4.2%	+2.6%	−2.6%	$20.9B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

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