SIZE vs JEPQ

ASIZE

BJEPQ

Measures won3–2SIZE wins · of 6 · 5Y

$10,000 · 5Y$16,326VUG · SIZE $14,240

Lowest cost0.03%VUG · $3 on $10k

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

Smallest drop−8.0%SIZE · worst fall in 1Y

Held in common14.1%SIZE and JEPQ

iShares MSCI USA Size Factor ETF · $439MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+17.6%3 years · per year$16,264 · $16,406+17.9%

+7.3%5 years · per year$14,240 · […][…]

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

1.36%12-mo yield$136 · $1,224 on $10k

Cards for this view

SIZE

iShares MSCI USA Size Factor

$14,240

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSIZEJEPQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.36%12.24%

5 years, per year+7.3%[…]

3 years, per year+17.6%+17.9%

Worst drop · 1Y−8.0%−11.5%

Volatility · 1Y13.4%

#
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	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.36%	−1.0%	+13.3%	+13.8%	+17.6%	+7.3%	−8.0%	$439M
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	ASIZE	iShares MSCI USA Size Factor ETFRead Desk	0.15%	1.36%	−1.0%	+13.3%	+13.8%	+17.6%	+7.3%	−8.0%	$439M
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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