JEPI vs QYLD vs NUSIRecovery with indexes of these high paying dividend etfs. NUSI doesn't quickly recover with index where JEPI does.
Key stats
About JPMorgan Nasdaq Equity Premium Income ETF
Expense ratio
0.35%
Home page
Inception date
May 3, 2022
JEPQ actively and significantly invests in US large-cap stocks comprising its benchmark, the Nasdaq-100 Index, while pursuing lower volatility. The fund may also invest up to 20% of the portfolio in equity-linked notes (ELNs) issued by counterparties, including banks, broker-dealers or their affiliates, to provide additional income. In managing the fund, a proprietary investment approach is utilized wherein data insights, such as fundamental research, company fundamentals, and alternative data from public disclosures are extracted, processed, analyzed, and combined, in order to identify securities with attractive valuations. The advisor also assesses risks by analyzing potential threats and evaluates the impact of environmental, social and governance (ESG) factors on individual securities. Due to its active nature, the fund may still invest in other equity securities not included in the benchmark as the advisor deems fit.
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Miscellaneous
Stock breakdown by region
inverse H&S on $JEPQ / $QQQThis is going to be very similar to my idea on JEPI. JEPQ is almost identical but instead of being benchmarked against the SPX index like JEPI, JEPQ is benchmarked to the Nasdaq 100, or NDX. It has a very interesting construction where it mimics the return of the Nasdaq or more popularly known as QQ
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