PEX vs JEPQ

APEX

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,653VXUS · PEX $9,669

Lowest cost0.05%VXUS · $5 on $10k

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

Smallest drop−11.3%VXUS · worst fall in 1Y

Held in common0.0%PEX and JEPQ

ProShares Global Listed Private Equity ETF · $11MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+6.6%3 years · per year$12,114 · $16,406+17.9%

−0.7%5 years · per year$9,669 · […][…]

2.75%Expense ratio$275 · $35 on $10k · lower wins0.35%

5.55%12-mo yield$555 · $1,224 on $10k

Cards for this view

PEX

ProShares Global Listed Private Equity

$9,669

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePEXJEPQ

Fee2.75%0.35%

Cost on $10k a year$275$35

Yield5.55%12.24%

5 years, per year−0.7%[…]

3 years, per year+6.6%+17.9%

Worst drop · 1Y−18.7%−11.5%

Volatility · 1Y17.1%

#
1	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	−0.9%	+10.4%	+12.3%	+19.0%	+7.9%	−11.3%	$163.2B
2	APEX	ProShares Global Listed Private Equity ETFRead Desk	2.75%	5.55%	−1.2%	−5.5%	−5.1%	+6.6%	−0.7%	−18.7%	$11M
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	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	−0.9%	+10.4%	+12.3%	+19.0%	+7.9%	−11.3%	$163.2B
2	APEX	ProShares Global Listed Private Equity ETFRead Desk	2.75%	5.55%	−1.2%	−5.5%	−5.1%	+6.6%	−0.7%	−18.7%	$11M
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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