QLVD vs JEPQ

AQLVD

BJEPQ

Measures won3–2QLVD wins · of 6 · 5Y

$10,000 · 5Y$15,431VEA · QLVD $14,265

Lowest cost0.03%VEA · $3 on $10k

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

Smallest drop−8.1%QLVD · worst fall in 1Y

Held in common0.0%QLVD and JEPQ

Northern Trust Developed Markets ex-US Quality Low Volatility ETF · $54MJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+16.1%3 years · per year$15,648 · $16,525+18.2%

+7.4%5 years · per year$14,265 · […][…]

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

2.95%12-mo yield$295 · $1,220 on $10k

Cards for this view

QLVD

Northern Trust Developed Markets ex-US Quality Low Volatility

$14,265

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureQLVDJEPQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield2.95%12.20%

5 years, per year+7.4%[…]

3 years, per year+16.1%+18.2%

Worst drop · 1Y−8.1%−11.5%

Volatility · 1Y

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+0.8%	+13.0%	+17.0%	+20.2%	+9.1%	−11.6%	$231.6B
2	AQLVD	Northern Trust Developed Markets ex-US Quality Low Volatility ETFRead Desk	0.15%	2.95%	−0.2%	+12.6%	+16.1%	+16.1%	+7.4%	−8.1%	$54M
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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+0.8%	+13.0%	+17.0%	+20.2%	+9.1%	−11.6%	$231.6B
2	AQLVD	Northern Trust Developed Markets ex-US Quality Low Volatility ETFRead Desk	0.15%	2.95%	−0.2%	+12.6%	+16.1%	+16.1%	+7.4%	−8.1%	$54M
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

Loading…