JEPQ vs VIG

AJEPQ

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,583VIG

Lowest cost0.04%VIG · $4 on $10k

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

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common26.3%JEPQ and VIG

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BVanguard Dividend Appreciation ETF · $109B

+17.6%3 years · per year$16,284 · $16,696+18.6%

[…]5 years · per year[…] · $16,583+10.6%

0.35%Expense ratio$35 · $4 on $10k · lower wins0.04%

12.45%12-mo yield$1,245 · $146 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

VIG

Vanguard Dividend Appreciation

$16,583

MeasureJEPQVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield12.45%1.46%

5 years, per year[…]+10.6%

3 years, per year+17.6%+18.6%

Worst drop · 1Y−11.5%−7.9%

Volatility · 1Y16.9%

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	−1.0%	+0.6%	+0.1%	new	new	−17.3%	$35M

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B
3	WCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	−1.0%	+0.6%	+0.1%	new	new	−17.3%	$35M

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