ROSC vs JEPQ

AROSC

BJEPQ

Measures won4–1ROSC wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · ROSC $15,321

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 common0.0%ROSC and JEPQ

Hartford Multifactor Small Cap ETF · $50MJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+17.7%3 years · per year$16,314 · $16,284+17.6%

+8.9%5 years · per year$15,321 · […][…]

0.34%Expense ratio$34 · $35 on $10k · lower wins0.35%

1.92%12-mo yield$192 · $1,245 on $10k

Cards for this view

ROSC

Hartford Multifactor Small Cap

$15,321

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureROSCJEPQ

Fee0.34%0.35%

Cost on $10k a year$34$35

Yield1.92%12.45%

5 years, per year+8.9%[…]

3 years, per year+17.7%+17.6%

Worst drop · 1Y−7.8%−11.5%

Volatility · 1Y14.1%

#
1	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
2	AROSC	Hartford Multifactor Small Cap ETFRead Desk	0.34%	1.92%	+0.3%	+19.3%	+25.2%	+17.7%	+8.9%	−7.8%	$50M
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	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
2	AROSC	Hartford Multifactor Small Cap ETFRead Desk	0.34%	1.92%	+0.3%	+19.3%	+25.2%	+17.7%	+8.9%	−7.8%	$50M
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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