XLSR vs JEPQ

AXLSR

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · XLSR $15,056

Lowest cost0.06%SCHD · $6 on $10k

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

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

Held in common18.7%XLSR and JEPQ

State Street US Sector Rotation ETF · $1.1BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+16.8%3 years · per year$15,945 · $16,525+18.2%

+8.5%5 years · per year$15,056 · […][…]

0.70%Expense ratio$70 · $35 on $10k · lower wins0.35%

0.41%12-mo yield$41 · $1,220 on $10k

Cards for this view

XLSR

US Sector Rotation

$15,056

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureXLSRJEPQ

Fee0.70%0.35%

Cost on $10k a year$70$35

Yield0.41%12.20%

5 years, per year+8.5%[…]

3 years, per year+16.8%+18.2%

Worst drop · 1Y−11.1%−11.5%

Volatility · 1Y14.5%

#
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	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.41%	+1.3%	+5.6%	+7.1%	+16.8%	+8.5%	−11.1%	$1.1B
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	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.41%	+1.3%	+5.6%	+7.1%	+16.8%	+8.5%	−11.1%	$1.1B
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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