SLYV vs JEPQ

ASLYV

BJEPQ

Measures won3–2SLYV wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · SLYV $13,468

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 common0.0%SLYV and JEPQ

State Street SPDR S&P 600 Small Cap Value ETF · $5.0BJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+16.9%3 years · per year$15,974 · $16,525+18.2%

+6.1%5 years · per year$13,468 · […][…]

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

1.91%12-mo yield$191 · $1,220 on $10k

Cards for this view

SLYV

SPDR S&P 600 Small Cap Value

$13,468

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSLYVJEPQ

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.91%12.20%

5 years, per year+6.1%[…]

3 years, per year+16.9%+18.2%

Worst drop · 1Y−9.4%−11.5%

Volatility · 1Y16.1%

#
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	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.91%	+0.7%	+19.5%	+22.0%	+16.9%	+6.1%	−9.4%	$5.0B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

#
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	ASLYV	State Street SPDR S&P 600 Small Cap Value ETFRead Desk	0.15%	1.91%	+0.7%	+19.5%	+22.0%	+16.9%	+6.1%	−9.4%	$5.0B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

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