PVAL vs JEPQ

APVAL

BJEPQ

Measures won3–2PVAL wins · of 6 · 5Y

$10,000 · 5Y$21,129PVAL · VUG $16,557

Lowest cost0.03%VUG · $3 on $10k

Most income12.20%JEPQ · $1,220 on $10k

Smallest drop−7.2%PVAL · worst fall in 1Y

Held in common25.9%PVAL and JEPQ

Putnam Focused Large Cap Value ETF · $15.9BJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+25.1%3 years · per year$19,592 · $16,525+18.2%

+16.1%5 years · per year$21,129 · […][…]

0.56%Expense ratio$56 · $35 on $10k · lower wins0.35%

0.86%12-mo yield$86 · $1,220 on $10k

Cards for this view

PVAL

Putnam Focused Large Cap Value

$21,129

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePVALJEPQ

Fee0.56%0.35%

Cost on $10k a year$56$35

Yield0.86%12.20%

5 years, per year+16.1%[…]

3 years, per year+25.1%+18.2%

Worst drop · 1Y−7.2%−11.5%

Volatility · 1Y11.5%

#
1	APVAL	Putnam Focused Large Cap Value ETFRead Desk	0.56%	0.86%	+0.6%	+22.0%	+27.2%	+25.1%	+16.1%	−7.2%	$15.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

#
1	APVAL	Putnam Focused Large Cap Value ETFRead Desk	0.56%	0.86%	+0.6%	+22.0%	+27.2%	+25.1%	+16.1%	−7.2%	$15.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

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