XLSR vs JEPQ

AXLSR

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,151VUG · XLSR $14,800

Lowest cost0.03%VUG · $3 on $10k

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

Smallest drop−11.1%XLSR · worst fall in 1Y

Held in common18.6%XLSR and JEPQ

State Street US Sector Rotation ETF · $1.1BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+16.6%3 years · per year$15,839 · $16,406+17.9%

+8.4%5 years · per year$14,938 · […][…]

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

0.41%12-mo yield$41 · $1,224 on $10k

Cards for this view

XLSR

US Sector Rotation

$14,938

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureXLSRJEPQ

Fee0.70%0.35%

Cost on $10k a year$70$35

Yield0.41%12.24%

5 years, per year+8.4%[…]

3 years, per year+16.6%+17.9%

Worst drop · 1Y−11.1%−11.5%

Volatility · 1Y14.5%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.41%	−0.4%	+5.3%	+6.3%	+16.6%	+8.4%	−11.1%	$1.1B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.41%	−0.4%	+5.3%	+6.3%	+16.6%	+8.4%	−11.1%	$1.1B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$42.6B

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