RFDA vs JEPQ

ARFDA

BJEPQ

Measures won3–2RFDA wins · of 6 · 5Y

$10,000 · 5Y$17,871RFDA · SCHD $16,418

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−5.4%RFDA · worst fall in 1Y

Held in common13.4%RFDA and JEPQ

ALPS Dynamic US Dividend Advantage ETF · $77MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+20.6%3 years · per year$17,534 · $16,525+18.2%

+12.3%5 years · per year$17,871 · […][…]

0.52%Expense ratio$52 · $35 on $10k · lower wins0.35%

2.00%12-mo yield$200 · $1,220 on $10k

Cards for this view

RFDA

ALPS Dynamic US Dividend Advantage

$17,871

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureRFDAJEPQ

Fee0.52%0.35%

Cost on $10k a year$52$35

Yield2.00%12.20%

5 years, per year+12.3%[…]

3 years, per year+20.6%+18.2%

Worst drop · 1Y−5.4%−11.5%

Volatility · 1Y11.2%

#
1	ARFDA	ALPS Dynamic US Dividend Advantage ETFRead Desk	0.52%	2.00%	+0.6%	+15.7%	+15.9%	+20.6%	+12.3%	−5.4%	$77M
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	ARFDA	ALPS Dynamic US Dividend Advantage ETFRead Desk	0.52%	2.00%	+0.6%	+15.7%	+15.9%	+20.6%	+12.3%	−5.4%	$77M
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…