USMF vs JEPQ

AUSMF

BJEPQ

Measures won3–2USMF wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD · USMF $13,175

Lowest cost0.06%SCHD · $6 on $10k

Most income12.45%JEPQ · $1,245 on $10k

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

Held in common20.4%USMF and JEPQ

WisdomTree U.S. Multifactor Fund · $232MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+10.3%3 years · per year$13,401 · $16,284+17.6%

+5.7%5 years · per year$13,175 · […][…]

0.28%Expense ratio$28 · $35 on $10k · lower wins0.35%

1.32%12-mo yield$132 · $1,245 on $10k

Cards for this view

USMF

WisdomTree U.S. Multifactor Fund

$13,175

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureUSMFJEPQ

Fee0.28%0.35%

Cost on $10k a year$28$35

Yield1.32%12.45%

5 years, per year+5.7%[…]

3 years, per year+10.3%+17.6%

Worst drop · 1Y−10.6%−11.5%

Volatility · 1Y13.3%

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	AUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.32%	−0.1%	−1.5%	−0.2%	+10.3%	+5.7%	−10.6%	$232M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	AUSMF	WisdomTree U.S. Multifactor FundRead Desk	0.28%	1.32%	−0.1%	−1.5%	−0.2%	+10.3%	+5.7%	−10.6%	$232M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

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