NFLT vs JEPQ

ANFLT

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$12,095SGOV · NFLT $11,482

Lowest cost0.09%SGOV · $9 on $10k

Most income12.24%JEPQ · $1,224 on $10k

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

Held in common0.0%NFLT and JEPQ

Virtus Newfleet Multi-Sector Bond ETF · $566MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+7.0%3 years · per year$12,241 · $16,406+17.9%

+2.8%5 years · per year$11,482 · […][…]

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

5.55%12-mo yield$555 · $1,224 on $10k

Cards for this view

NFLT

Virtus Newfleet Multi-Sector Bond

$11,482

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureNFLTJEPQ

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield5.55%12.24%

5 years, per year+2.8%[…]

3 years, per year+7.0%+17.9%

Worst drop · 1Y−3.0%−11.5%

Volatility · 1Y4.2%

#
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%	$116.9B
2	ANFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk	0.50%	5.55%	−0.3%	+0.6%	+1.6%	+7.0%	+2.8%	−3.0%	$566M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

#
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%	$116.9B
2	ANFLT	Virtus Newfleet Multi-Sector Bond ETFRead Desk	0.50%	5.55%	−0.3%	+0.6%	+1.6%	+7.0%	+2.8%	−3.0%	$566M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

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