SAMT vs JEPQ

ASAMT

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common14.1%SAMT and JEPQ

Strategas Macro Thematic Opportunities ETF · $766MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+22.6%3 years · per year$18,441 · $16,525+18.2%

[…]5 years · per year[…]

0.66%Expense ratio$66 · $35 on $10k · lower wins0.35%

0.66%12-mo yield$66 · $1,220 on $10k12.20%

Cards for this view

SAMT

Strategas Macro Thematic Opportunities

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSAMTJEPQ

Fee0.66%0.35%

Cost on $10k a year$66$35

Yield0.66%12.20%

5 years, per year[…][…]

3 years, per year+22.6%+18.2%

Worst drop · 1Y−16.6%−11.5%

Volatility · 1Y17.1%

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1	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
2	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.66%	+0.5%	+5.6%	+7.8%	+22.6%	new	−16.6%	$766M
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	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
2	ASAMT	Strategas Macro Thematic Opportunities ETFRead Desk	0.66%	0.66%	+0.5%	+5.6%	+7.8%	+22.6%	new	−16.6%	$766M
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

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