Screener
JEPQ vs BALQ
JPMorgan Nasdaq Equity Premium Income ETF vs iShares Nasdaq Premium Income Active ETF
Key differences
- JEPQ is significantly larger than BALQ — larger funds tend to be more liquid and less likely to close.
- JEPQ is classified as equity, while BALQ is fixed income — different risk/return profiles.
- JEPQ follows a active selection strategy; BALQ uses index tracking.
Side-by-side comparison
| JEPQ | BALQ | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.35% |
| Fund size (AUM) | $37.7B | $14M |
| Since | 2022 | 2025 |
| Dividend yield | 10.43% | — |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +30.2% | N/A |
| CAGR 3Y | +21.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.13 | N/A |
| Volatility 1Y | 11.77% | — |
| Max drawdown | -20.07% | -11.79% |
Similar to JEPQ and BALQ
Explore further