PRF vs JEPQ

APRF

BJEPQ

Measures won4–1PRF wins · of 6 · 5Y

$10,000 · 5Y$18,307PRF · SCHD $16,428

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−6.6%PRF · worst fall in 1Y

Held in common27.4%PRF and JEPQ

Invesco RAFI US 1000 ETF · $9.9BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+22.6%3 years · per year$18,445 · $16,284+17.6%

+12.9%5 years · per year$18,307 · […][…]

0.34%Expense ratio$34 · $35 on $10k · lower wins0.35%

1.32%12-mo yield$132 · $1,245 on $10k

Cards for this view

PRF

Invesco RAFI US 1000

$18,307

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePRFJEPQ

Fee0.34%0.35%

Cost on $10k a year$34$35

Yield1.32%12.45%

5 years, per year+12.9%[…]

3 years, per year+22.6%+17.6%

Worst drop · 1Y−6.6%−11.5%

Volatility · 1Y11.1%

#
1	APRF	Invesco RAFI US 1000 ETFRead Desk	0.34%	1.32%	0.0%	+21.3%	+25.4%	+22.6%	+12.9%	−6.6%	$9.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
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	APRF	Invesco RAFI US 1000 ETFRead Desk	0.34%	1.32%	0.0%	+21.3%	+25.4%	+22.6%	+12.9%	−6.6%	$9.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
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

Loading…