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BALQ and JEPQ share 52.4% of their holdings.
| Side by side | BALQ | JEPQ |
|---|---|---|
| Strategy | Income · Premium income | Income · Premium income |
| Expense ratio | 0.35% | 0.35% |
| Cost per year on $10k | $35 | $35 |
| Trailing 12-mo yield | 9.71% | 13.20% |
| Income per year on $10k | $971 | $1,320 |
| YTD | +13.4% | +5.8% |
| 1 year | — | +7.2% |
| 3 years · per year | — | +20.0% |
| 5 years · per year | — | — |
| Worst drop · 1Y | — | −8.8% |
| Volatility · 1Y | — | 15.4% |
| Holdings | 110 | 110 |
| Assets | $42M | $42.5B |
| Leverage | None | None |
| Since | 2025 | 2022 |
Highlighted = best in the row. Returns include dividends.