PBTP vs JEPQ

APBTP

BJEPQ

Measures won3–2PBTP wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · PBTP $11,490

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−1.3%PBTP · worst fall in 1Y

Held in common0.0%PBTP and JEPQ

Invesco 0-5 Yr US TIPS ETF · $254MJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+4.6%3 years · per year$11,459 · $16,525+18.2%

+2.8%5 years · per year$11,490 · […][…]

0.07%Expense ratio$7 · $35 on $10k · lower wins0.35%

4.02%12-mo yield$402 · $1,220 on $10k

Cards for this view

PBTP

Invesco 0-5 Yr US TIPS

$11,490

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePBTPJEPQ

Fee0.07%0.35%

Cost on $10k a year$7$35

Yield4.02%12.20%

5 years, per year+2.8%[…]

3 years, per year+4.6%+18.2%

Worst drop · 1Y−1.3%−11.5%

Volatility · 1Y1.7%

#
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	APBTP	Invesco 0-5 Yr US TIPS ETFRead Desk	0.07%	4.02%	0.0%	+1.6%	+1.8%	+4.6%	+2.8%	−1.3%	$254M
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	APBTP	Invesco 0-5 Yr US TIPS ETFRead Desk	0.07%	4.02%	0.0%	+1.6%	+1.8%	+4.6%	+2.8%	−1.3%	$254M
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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