资产是1米,与10米,资产配置百分比不会是一样的。绝对的%数字,没有意义。
Which Should You Buy?
Pick $QQQI if you want: • Max monthly income • Tax deferral (60/40 & ROC) • Don’t mind active management & smaller AUM
Pick $JEPQ if you want: • Simplicity & brand trust (JPM) • Bigger fund & lower fees • More passive exposure, even if less tax-friendly
Bonus: You can own both to diversify your income strategies.
JEPQ/JEPI/SCHD只占20%,但增长也占20%,稳定大盘占50%
资产是1米,与10米,资产配置百分比不会是一样的。绝对的%数字,没有意义。
Which Should You Buy?
Pick $QQQI if you want:
• Max monthly income
• Tax deferral (60/40 & ROC)
• Don’t mind active management &
smaller AUM
Pick $JEPQ if you want:
• Simplicity & brand trust (JPM)
• Bigger fund & lower fees
• More passive exposure, even if
less tax-friendly
Bonus: You can own both to diversify your income strategies.
JEPQ/JEPI/SCHD只占20%,但增长也占20%,稳定大盘占50%