Compare · 2 funds side by side · dividends reinvested

JEPI and SUSB

JEPIJ.P. Morgan×SUSBiShares×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,519JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the two · RiskSmallest drop

JEPI and SUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B1.4

iShares ESG Aware 1-5 Year USD Corporate Bond ETFBonds & Cash · Corporate0.12%4.64%+0.4%+1.2%+5.1%+2.2%−1.6%2.2%$1.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: JEPI 2020 · SUSB 2017

Head to Head

Swap sides Versus in desk

Head to Head

1Y

JPMorgan Equity Premium Income ETF · $47.1B$10,959

JEPI

SUSB

iShares ESG Aware 1-5 Year USD Corporate Bond ETF · $1.2B$10,120

$10,000 one year ago, dividends reinvested

JEPIMeasureSUSB

+8.2%

More Ways to See the Pairs

JEPI vs SUSB: Top 5 Holdings

Today

JEPI

9.7%in top 5

SUSB

in top 5[…]

JEPIStockSUSB

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%MSFTnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Cost, Income and Risk

Fees: JEPI, SUSB

Today

0.12%lowest, SUSB

FundExpense ratioFee$10k

SUSB0.12%$12

JEPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: JEPI, SUSB

1Y

7.87%highest, JEPI

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+0.4%

+9.6%1 yearTotal return+1.2%

+11.1%3 years · per year$10,000 became $13,696 · $11,613+5.1%

+7.7%5 years · per year$10,000 became $14,519 · $11,167+2.2%

0.35%Expense ratio$35 · $12 a year on $10k · lower is better0.12%

7.87%Trailing 12-mo yield$787 · $464 a year on $10k4.64%

−6.7%Worst dropSmaller is better−1.6%

9.0%VolatilityLower is calmer2.2%

JEPISUSB Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3JEPI wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

JEPI vs SUSB Returns, Every Period

5Y

J.P. MorganJEPI

+7.7%

5 years, per year

SUSBiShares

+2.2%

5 years, per year

JEPISUSBFaded: behind in that period

4–0JEPI wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPI vs SUSB

YTD

J.P. MorganJEPI

+8.2%

SUSBiShares

+0.4%

+8.2%Year to date+0.4%

−6.7%Worst drop · 1Y−1.6%

9.0%Volatility · 1Y2.2%

7.9%Yield4.6%

$47.1BAssets$1.2B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPI7.87%$787

SUSB4.64%$464

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

SUSB$464 − $12 = $452

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: JEPI, SUSB

Today

[…]holdings […]

JEPISUSB

JEPI—[…]

SUSB[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+9.6%JEPI, at 9.0% volatility

SUSBWorst drop−1.6%2.2% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISUSB

+8.2%Year to date+0.4%

7.9%Yield4.6%

+9.6%Past year+1.2%

0.35%Fee0.12%

3–1JEPI wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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JEPI and SUSB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two