NBOS vs JEPQ

ANBOS

BJEPQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,418SCHD

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−4.7%NBOS · worst fall in 1Y

Held in common[…]NBOS and JEPQ

Neuberger Berman Option Strategy ETF · $543MJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

[…]3 years · per year[…] · $16,525+18.2%

[…]5 years · per year[…]

0.59%Expense ratio$59 · $35 on $10k · lower wins0.35%

8.28%12-mo yield$828 · $1,220 on $10k12.20%

Cards for this view

NBOS

Neuberger Berman Option Strategy

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureNBOSJEPQ

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield8.28%12.20%

5 years, per year[…][…]

3 years, per year[…]+18.2%

Worst drop · 1Y−4.7%−11.5%

Volatility · 1Y9.0%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	ANBOS	Neuberger Berman Option Strategy ETFRead Desk	0.59%	8.28%	+0.4%	+11.3%	+13.3%	new	new	−4.7%	$543M
3	BJEPQ	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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
2	ANBOS	Neuberger Berman Option Strategy ETFRead Desk	0.59%	8.28%	+0.4%	+11.3%	+13.3%	new	new	−4.7%	$543M
3	BJEPQ	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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