NUSB vs JEPQ

ANUSB

BJEPQ

Measures won3–1NUSB wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−0.1%NUSB · worst fall in 1Y

Held in common[…]NUSB and JEPQ

Nuveen Ultra Short Income · $155MJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

[…]3 years · per year[…] · $16,284+17.6%

[…]5 years · per year[…]

0.17%Expense ratio$17 · $35 on $10k · lower wins0.35%

4.15%12-mo yield$415 · $1,245 on $10k12.45%

Cards for this view

NUSB

Nuveen Ultra Short Income

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureNUSBJEPQ

Fee0.17%0.35%

Cost on $10k a year$17$35

Yield4.15%12.45%

5 years, per year[…][…]

3 years, per year[…]+17.6%

Worst drop · 1Y−0.1%−11.5%

Volatility · 1Y0.4%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
2	ANUSB	Nuveen Ultra Short IncomeRead Desk	0.17%	4.15%	0.0%	+3.2%	+3.8%	new	new	−0.1%	$155M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
2	ANUSB	Nuveen Ultra Short IncomeRead Desk	0.17%	4.15%	0.0%	+3.2%	+3.8%	new	new	−0.1%	$155M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

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