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APCFI

BJEPQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$12,098SGOV

Lowest cost0.09%SGOV · $9 on $10k

Most income12.37%JEPQ · $1,237 on $10k

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common[…]PCFI and JEPQ

Polen Floating Rate Income ETF · $14MJPMorgan Nasdaq Equity Premium Income ETF · $42.5B

[…]3 years · per year[…] · $16,188+17.4%

[…]5 years · per year[…]

0.59%Expense ratio$59 · $35 on $10k · lower wins0.35%

9.66%12-mo yield$966 · $1,237 on $10k12.37%

Cards for this view

PCFI

Polen Floating Rate Income

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePCFIJEPQ

Fee0.59%0.35%

Cost on $10k a year$59$35

Yield9.66%12.37%

5 years, per year[…][…]

3 years, per year[…]+17.4%

Worst drop · 1Y−2.8%−11.5%

Volatility · 1Y5.4%

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	−0.0%	$117.2B
2	APCFI	Polen Floating Rate Income ETFRead Desk	0.59%	9.66%	+0.3%	+2.5%	+2.8%	new	new	−2.8%	$14M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	−0.0%	$117.2B
2	APCFI	Polen Floating Rate Income ETFRead Desk	0.59%	9.66%	+0.3%	+2.5%	+2.8%	new	new	−2.8%	$14M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B