PBW vs JEPQ

APBW

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$35,624SMH · PBW $3,245

Lowest cost0.35%JEPQ · $35 on $10k

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

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common1.6%PBW and JEPQ

Invesco WilderHill Clean Energy ETF · $306MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+1.1%3 years · per year$10,338 · $16,284+17.6%

−20.2%5 years · per year$3,245 · […][…]

0.63%Expense ratio$63 · $35 on $10k · lower wins0.35%

2.54%12-mo yield$254 · $1,245 on $10k

Cards for this view

PBW

Invesco WilderHill Clean Energy

$3,245

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePBWJEPQ

Fee0.63%0.35%

Cost on $10k a year$63$35

Yield2.54%12.45%

5 years, per year−20.2%[…]

3 years, per year+1.1%+17.6%

Worst drop · 1Y−47.1%−11.5%

Volatility · 1Y43.3%

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	−0.8%	+34.3%	+39.4%	+48.6%	+28.9%	−33.1%	$60.7B
2	APBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.54%	−3.4%	−12.4%	−15.8%	+1.1%	−20.2%	−47.1%	$306M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	−0.8%	+34.3%	+39.4%	+48.6%	+28.9%	−33.1%	$60.7B
2	APBW	Invesco WilderHill Clean Energy ETFRead Desk	0.63%	2.54%	−3.4%	−12.4%	−15.8%	+1.1%	−20.2%	−47.1%	$306M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

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