XCCC vs JEPQ

AXCCC

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income12.24%JEPQ · $1,224 on $10k

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

Held in common0.0%XCCC and JEPQ

BondBloxx CCC Rated USD High Yield Corporate Bond ETF · $161MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+6.8%3 years · per year$12,185 · $16,406+17.9%

[…]5 years · per year[…]

0.40%Expense ratio$40 · $35 on $10k · lower wins0.35%

11.44%12-mo yield$1,144 · $1,224 on $10k12.24%

Cards for this view

XCCC

BondBloxx CCC Rated USD High Yield Corporate Bond

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureXCCCJEPQ

Fee0.40%0.35%

Cost on $10k a year$40$35

Yield11.44%12.24%

5 years, per year[…][…]

3 years, per year+6.8%+17.9%

Worst drop · 1Y−8.3%−11.5%

Volatility · 1Y5.7%

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	AXCCC	BondBloxx CCC Rated USD High Yield Corporate Bond ETFRead Desk	0.40%	11.44%	−0.3%	−7.2%	−6.8%	+6.8%	new	−8.3%	$161M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	AXCCC	BondBloxx CCC Rated USD High Yield Corporate Bond ETFRead Desk	0.40%	11.44%	−0.3%	−7.2%	−6.8%	+6.8%	new	−8.3%	$161M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

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