VBK vs JEPQ

AVBK

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · VBK $11,329

Lowest cost0.05%VBK · $5 on $10k

Most income12.20%JEPQ · $1,220 on $10k

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

Held in common0.1%VBK and JEPQ

Vanguard Morningstar Small-Cap Growth ETF · $22.8BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+18.1%3 years · per year$16,456 · $16,525+18.2%

+2.5%5 years · per year$11,329 · […][…]

0.05%Expense ratio$5 · $35 on $10k · lower wins0.35%

0.42%12-mo yield$42 · $1,220 on $10k

Cards for this view

VBK

Vanguard Morningstar Small-Cap Growth

$11,329

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureVBKJEPQ

Fee0.05%0.35%

Cost on $10k a year$5$35

Yield0.42%12.20%

5 years, per year+2.5%[…]

3 years, per year+18.1%+18.2%

Worst drop · 1Y−13.6%−11.5%

Volatility · 1Y21.4%

#
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	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.42%	+1.5%	+10.9%	+10.9%	+18.1%	+2.5%	−13.6%	$22.8B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

#
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	AVBK	Vanguard Morningstar Small-Cap Growth ETFRead Desk	0.05%	0.42%	+1.5%	+10.9%	+10.9%	+18.1%	+2.5%	−13.6%	$22.8B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

Loading…