PREF vs JEPQ

APREF

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$17,258VYM · PREF $11,396

Lowest cost0.04%VYM · $4 on $10k

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

Smallest drop−2.9%PREF · worst fall in 1Y

Held in common0.0%PREF and JEPQ

Principal Spectrum Preferred Securities Active ETF · $1.9BJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+8.6%3 years · per year$12,812 · $16,284+17.6%

+2.6%5 years · per year$11,396 · […][…]

0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%

5.03%12-mo yield$503 · $1,245 on $10k

Cards for this view

PREF

Principal Spectrum Preferred Securities Active

$11,396

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePREFJEPQ

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield5.03%12.45%

5 years, per year+2.6%[…]

3 years, per year+8.6%+17.6%

Worst drop · 1Y−2.9%−11.5%

Volatility · 1Y3.4%

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	+0.5%	+15.9%	+19.4%	+19.6%	+11.5%	−6.7%	$78.9B
2	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.03%	−0.6%	+0.7%	+1.9%	+8.6%	+2.6%	−2.9%	$1.9B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	+0.5%	+15.9%	+19.4%	+19.6%	+11.5%	−6.7%	$78.9B
2	APREF	Principal Spectrum Preferred Securities Active ETFRead Desk	0.55%	5.03%	−0.6%	+0.7%	+1.9%	+8.6%	+2.6%	−2.9%	$1.9B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

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