PRF vs JEPQ

APRF

BJEPQ

Measures won4–1PRF wins · of 6 · 5Y

$10,000 · 5Y$18,310PRF · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

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

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

Held in common27.4%PRF and JEPQ

Invesco RAFI US 1000 ETF · $10.1BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+22.9%3 years · per year$18,580 · $16,406+17.9%

+12.9%5 years · per year$18,310 · […][…]

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

1.31%12-mo yield$131 · $1,224 on $10k

Cards for this view

PRF

Invesco RAFI US 1000

$18,310

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePRFJEPQ

Fee0.34%0.35%

Cost on $10k a year$34$35

Yield1.31%12.24%

5 years, per year+12.9%[…]

3 years, per year+22.9%+17.9%

Worst drop · 1Y−6.6%−11.5%

Volatility · 1Y11.1%

#
1	APRF	Invesco RAFI US 1000 ETFRead Desk	0.34%	1.31%	−0.4%	+21.8%	+24.1%	+22.9%	+12.9%	−6.6%	$10.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
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	APRF	Invesco RAFI US 1000 ETFRead Desk	0.34%	1.31%	−0.4%	+21.8%	+24.1%	+22.9%	+12.9%	−6.6%	$10.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
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

Loading…