PRFD vs JEPQ

APRFD

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−3.6%PRFD · worst fall in 1Y

Held in common0.0%PRFD and JEPQ

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund · $236MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+9.2%3 years · per year$13,013 · $16,284+17.6%

[…]5 years · per year[…]

0.87%Expense ratio$87 · $35 on $10k · lower wins0.35%

6.07%12-mo yield$607 · $1,245 on $10k12.45%

Cards for this view

PRFD

PIMCO Preferred And Capital Securities Active Exchange-Traded Fund

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePRFDJEPQ

Fee0.87%0.35%

Cost on $10k a year$87$35

Yield6.07%12.45%

5 years, per year[…][…]

3 years, per year+9.2%+17.6%

Worst drop · 1Y−3.6%−11.5%

Volatility · 1Y3.6%

#
1	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
2	APRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk	0.87%	6.07%	−0.3%	+0.5%	+1.2%	+9.2%	new	−3.6%	$236M
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	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
2	APRFD	PIMCO Preferred And Capital Securities Active Exchange-Traded FundRead Desk	0.87%	6.07%	−0.3%	+0.5%	+1.2%	+9.2%	new	−3.6%	$236M
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

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