Loading…

Getting the latest data.

ASTOX

BJEPQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,418SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income12.37%JEPQ · $1,237 on $10k

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

Held in common29.6%STOX and JEPQ

Horizon Funds - Horizon Core Equity ETF · $245MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

[…]3 years · per year[…] · $16,188+17.4%

[…]5 years · per year[…]

0.70%Expense ratio$70 · $35 on $10k · lower wins0.35%

0.17%12-mo yield$17 · $1,237 on $10k12.37%

Cards for this view

STOX

Horizon Funds - Horizon Core Equity

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSTOXJEPQ

Fee0.70%0.35%

Cost on $10k a year$70$35

Yield0.17%12.37%

5 years, per year[…][…]

3 years, per year[…]+17.4%

Worst drop · 1Y−9.3%−11.5%

Volatility · 1Y13.8%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
2	ASTOX	Horizon Funds - Horizon Core Equity ETFRead Desk	0.70%	0.17%	−0.3%	+12.1%	+12.7%	new	new	−9.3%	$245M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.6B

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
2	ASTOX	Horizon Funds - Horizon Core Equity ETFRead Desk	0.70%	0.17%	−0.3%	+12.1%	+12.7%	new	new	−9.3%	$245M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.6B