WIP vs JEPQ

AWIP

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$12,092SGOV · WIP $9,551

Lowest cost0.09%SGOV · $9 on $10k

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

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common[…]WIP and JEPQ

SPDR FTSE International Government Inflation-Protected Bond ETF · $458MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+5.3%3 years · per year$11,690 · $16,525+18.2%

−0.9%5 years · per year$9,551 · […][…]

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

6.60%12-mo yield$660 · $1,220 on $10k

Cards for this view

WIP

SPDR FTSE International Government Inflation-Protected Bond

$9,551

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureWIPJEPQ

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield6.60%12.20%

5 years, per year−0.9%[…]

3 years, per year+5.3%+18.2%

Worst drop · 1Y−5.3%−11.5%

Volatility · 1Y8.7%

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
2	AWIP	SPDR FTSE International Government Inflation-Protected Bond ETFRead Desk	0.50%	6.60%	−0.3%	+0.4%	+2.1%	+5.3%	−0.9%	−5.3%	$458M
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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
2	AWIP	SPDR FTSE International Government Inflation-Protected Bond ETFRead Desk	0.50%	6.60%	−0.3%	+0.4%	+2.1%	+5.3%	−0.9%	−5.3%	$458M
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

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