Loading…

Getting the latest data.

ATAXM

BJEPQ

Measures won2–1TAXM wins · 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−6.2%TAXM · worst fall in 1Y

Held in common0.0%TAXM and JEPQ

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents · $41MJPMorgan Nasdaq Equity Premium Income ETF · $42.5B

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

[…]5 years · per year[…]

0.35%Expense ratio$35 · $35 on $10k · lower wins0.35%

3.40%12-mo yield$340 · $1,237 on $10k12.37%

Cards for this view

TAXM

BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureTAXMJEPQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield3.40%12.37%

5 years, per year[…][…]

3 years, per year[…]+17.4%

Worst drop · 1Y−6.2%−11.5%

Volatility · 1Y3.7%17.0%

#
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%	$124.4B
2	ATAXM	BondBloxx IR+M Tax-Aware ETF for Massachusetts ResidentsRead Desk	0.35%	3.40%	−0.4%	−0.9%	−0.7%	new	new	−6.2%	$41M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B

#
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%	$124.4B
2	ATAXM	BondBloxx IR+M Tax-Aware ETF for Massachusetts ResidentsRead Desk	0.35%	3.40%	−0.4%	−0.9%	−0.7%	new	new	−6.2%	$41M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B