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AJEPQ

BSCHD

Measures won1–4SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · VEA $15,305

Lowest cost0.03%VEA · $3 on $10k

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

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common3.8%JEPQ and SCHD

JPMorgan Nasdaq Equity Premium Income ETF · $42.1BSchwab U.S. Dividend Equity ETF · $124B

+17.4%3 years · per year$16,188 · $17,374+20.2%

[…]5 years · per year[…] · $16,418+10.4%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

12.37%12-mo yield$1,237 · $292 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SCHD

Schwab U.S. Dividend Equity

$16,418

MeasureJEPQSCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield12.37%2.92%

5 years, per year[…]+10.4%

3 years, per year+17.4%+20.2%

Worst drop · 1Y−11.5%−6.9%

Volatility · 1Y17.0%

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1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.45%	0.0%	+12.2%	+14.7%	+20.3%	+8.9%	−11.6%	$228.8B
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
4	WCMG	First Trust WCM Global Equity ETFRead Desk	0.85%	0.00%	−0.6%	new	new	new	new	[…]	$4M

#
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.45%	0.0%	+12.2%	+14.7%	+20.3%	+8.9%	−11.6%	$228.8B
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
4	WCMG	First Trust WCM Global Equity ETFRead Desk	0.85%	0.00%	−0.6%	new	new	new	new	[…]	$4M