QDF vs JEPQ

AQDF

BJEPQ

Measures won3–2QDF wins · of 6 · 5Y

$10,000 · 5Y$16,963QDF · SCHD $16,418

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common29.9%QDF and JEPQ

Northern Trust Quality Dividend ETF · $2.2BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+19.3%3 years · per year$16,982 · $16,525+18.2%

+11.1%5 years · per year$16,963 · […][…]

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

1.51%12-mo yield$151 · $1,220 on $10k

Cards for this view

QDF

Northern Trust Quality Dividend

$16,963

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureQDFJEPQ

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield1.51%12.20%

5 years, per year+11.1%[…]

3 years, per year+19.3%+18.2%

Worst drop · 1Y−7.9%−11.5%

Volatility · 1Y12.8%

#
1	AQDF	Northern Trust Quality Dividend ETFRead Desk	0.40%	1.51%	+1.1%	+13.5%	+15.2%	+19.3%	+11.1%	−7.9%	$2.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

#
1	AQDF	Northern Trust Quality Dividend ETFRead Desk	0.40%	1.51%	+1.1%	+13.5%	+15.2%	+19.3%	+11.1%	−7.9%	$2.2B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

Loading…