RWM vs JEPQ

ARWM

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · RWM $8,582

Lowest cost0.06%SCHD · $6 on $10k

Most income12.24%JEPQ · $1,224 on $10k

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

Held in common0.0%RWM and JEPQ

ProShares - Short Russell2000 · $198MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

−13.1%3 years · per year$6,571 · $16,406+17.9%

−3.0%5 years · per year$8,582 · […][…]

1.05%Expense ratio$105 · $35 on $10k · lower wins0.35%

3.31%12-mo yield$331 · $1,224 on $10k

Cards for this view

RWM

ProShares - Short Russell2000

$8,582

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureRWMJEPQ

Fee1.05%0.35%

Cost on $10k a year$105$35

Yield3.31%12.24%

5 years, per year−3.0%[…]

3 years, per year−13.1%+17.9%

Worst drop · 1Y−24.0%−11.5%

Volatility · 1Y18.8%

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	ARWM	ProShares - Short Russell2000Read Desk	1.05%	3.31%	+1.7%	−10.1%	−10.8%	−13.1%	−3.0%	−24.0%	$198M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	ARWM	ProShares - Short Russell2000Read Desk	1.05%	3.31%	+1.7%	−10.1%	−10.8%	−13.1%	−3.0%	−24.0%	$198M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

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