OUSA vs JEPQ

AOUSA

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · OUSA $15,864

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common22.9%OUSA and JEPQ

ALPS Funds O’Shares U.S. Quality Dividend ETF · $751MJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+16.5%3 years · per year$15,802 · $16,525+18.2%

+9.7%5 years · per year$15,864 · […][…]

0.48%Expense ratio$48 · $35 on $10k · lower wins0.35%

1.31%12-mo yield$131 · $1,220 on $10k

Cards for this view

OUSA

ALPS Funds O’Shares U.S. Quality Dividend

$15,864

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureOUSAJEPQ

Fee0.48%0.35%

Cost on $10k a year$48$35

Yield1.31%12.20%

5 years, per year+9.7%[…]

3 years, per year+16.5%+18.2%

Worst drop · 1Y−8.4%−11.5%

Volatility · 1Y11.4%

#
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	AOUSA	ALPS Funds O’Shares U.S. Quality Dividend ETFRead Desk	0.48%	1.31%	+0.3%	+13.4%	+17.3%	+16.5%	+9.7%	−8.4%	$751M
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	AOUSA	ALPS Funds O’Shares U.S. Quality Dividend ETFRead Desk	0.48%	1.31%	+0.3%	+13.4%	+17.3%	+16.5%	+9.7%	−8.4%	$751M
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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