RECS vs JEPQ

ARECS

BJEPQ

Measures won4–1RECS wins · of 6 · 5Y

$10,000 · 5Y$17,874RECS · SCHD $16,428

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common27.3%RECS and JEPQ

Columbia Research Enhanced Core ETF · $6.1BJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+21.4%3 years · per year$17,903 · $16,284+17.6%

+12.3%5 years · per year$17,874 · […][…]

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

1.02%12-mo yield$102 · $1,245 on $10k

Cards for this view

RECS

Columbia Research Enhanced Core

$17,874

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureRECSJEPQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.02%12.45%

5 years, per year+12.3%[…]

3 years, per year+21.4%+17.6%

Worst drop · 1Y−8.8%−11.5%

Volatility · 1Y12.6%

#
1	ARECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	−0.6%	+8.5%	+11.1%	+21.4%	+12.3%	−8.8%	$6.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

#
1	ARECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	−0.6%	+8.5%	+11.1%	+21.4%	+12.3%	−8.8%	$6.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$122.7B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B

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