JEPQ: There's A New Kid In Town

Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ) is rated Buy, while JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) is rated Hold. GPIQ has outperformed JEPQ in recent months, driven by its use of FLEX options and avoidance of ELNs, enabling better NAV growth and flexibility. JEPQ’s reliance on ELNs may limit upside and increase costs, contributing to its lower YTD NAV growth (under 1%) versus GPIQ’s nearly 6%. GPIQ prioritizes consistent monthly income and dynamic options strategies, making it a superior choice for income-focused investors seeking Nasdaq-100 exposure.

Over the past twelve years my investing strategy has shifted from mostly growth stocks to managing a portfolio that now holds mainly income investments. I like investing for passive income, especially now that I am retired from