OCIO vs JEPQ

AOCIO

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · OCIO $13,473

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common5.4%OCIO and JEPQ

ClearShares OCIO ETF · $166MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+13.1%3 years · per year$14,460 · $16,406+17.9%

+6.1%5 years · per year$13,473 · […][…]

0.66%Expense ratio$66 · $35 on $10k · lower wins0.35%

9.56%12-mo yield$956 · $1,224 on $10k

Cards for this view

OCIO

ClearShares OCIO

$13,473

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureOCIOJEPQ

Fee0.66%0.35%

Cost on $10k a year$66$35

Yield9.56%12.24%

5 years, per year+6.1%[…]

3 years, per year+13.1%+17.9%

Worst drop · 1Y−7.0%−11.5%

Volatility · 1Y12.3%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	AOCIO	ClearShares OCIO ETFRead Desk	0.66%	9.56%	−0.4%	+6.8%	+7.2%	+13.1%	+6.1%	−7.0%	$166M
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	AOCIO	ClearShares OCIO ETFRead Desk	0.66%	9.56%	−0.4%	+6.8%	+7.2%	+13.1%	+6.1%	−7.0%	$166M
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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