SIMS vs JEPQ

ASIMS

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,326VUG · SIMS $9,638

Lowest cost0.03%VUG · $3 on $10k

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

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common2.8%SIMS and JEPQ

State Street SPDR S&P Kensho Intelligent Structures ETF · $8MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+14.7%3 years · per year$15,081 · $16,406+17.9%

−0.7%5 years · per year$9,638 · […][…]

0.45%Expense ratio$45 · $35 on $10k · lower wins0.35%

0.56%12-mo yield$56 · $1,224 on $10k

Cards for this view

SIMS

SPDR S&P Kensho Intelligent Structures

$9,638

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSIMSJEPQ

Fee0.45%0.35%

Cost on $10k a year$45$35

Yield0.56%12.24%

5 years, per year−0.7%[…]

3 years, per year+14.7%+17.9%

Worst drop · 1Y−13.3%−11.5%

Volatility · 1Y22.7%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.56%	−1.7%	+6.3%	−1.4%	+14.7%	−0.7%	−13.3%	$8M
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

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	ASIMS	State Street SPDR S&P Kensho Intelligent Structures ETFRead Desk	0.45%	0.56%	−1.7%	+6.3%	−1.4%	+14.7%	−0.7%	−13.3%	$8M
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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