Compare · 2 funds side by side · dividends reinvested

JEPI and SUSB

JEPIJ.P. Morgan×SUSBiShares×

Versus in desk

02 / 04

IWD+0.4%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,545JEPI · best of the two

Story of the two · IncomeMost incomeJEPI · 7.84% · $784 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%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B1.4

iShares ESG Aware 1-5 Year USD Corporate Bond ETFBonds & Cash · Corporate0.12%4.62%+0.8%+1.7%+5.3%+2.4%−1.6%2.2%$1.3B1.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: JEPI 2020 · SUSB 2017

Head to Head

Swap sides Versus in desk

Head to Head

3Y

JPMorgan Equity Premium Income ETF · $46.6B$13,729

JEPI

SUSB

iShares ESG Aware 1-5 Year USD Corporate Bond ETF · $1.3B$11,672

$10,000 three years ago, dividends reinvested

JEPIMeasureSUSB

+8.6%

More Ways to See the Pairs

JEPI vs SUSB: Top 5 Holdings

Today

JEPI

9.8%in top 5

SUSB

in top 5[…]

JEPIStockSUSB

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%AAPLnot 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 11, 2026 · fee on $10,000 a year

Yields: JEPI, SUSB

1Y

7.84%highest, JEPI

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+0.8%

+11.2%1 yearTotal return+1.7%

+11.1%3 years · per year$10,000 became $13,729 · $11,672+5.3%

+7.8%5 years · per year$10,000 became $14,545 · $11,239+2.4%

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

7.84%Trailing 12-mo yield$784 · $462 a year on $10k4.62%

−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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

JEPI vs SUSB Returns, Every Period

5Y

J.P. MorganJEPI

+7.8%

5 years, per year

SUSBiShares

+2.4%

5 years, per year

JEPISUSBFaded: behind in that period

4–0JEPI wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPI vs SUSB

YTD

J.P. MorganJEPI

+8.6%

SUSBiShares

+0.8%

+8.6%Year to date+0.8%

−6.7%Worst drop · 1Y−1.6%

9.0%Volatility · 1Y2.2%

7.8%Yield4.6%

$46.6BAssets$1.3B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPI7.84%$784

SUSB4.62%$462

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

SUSB$462 − $12 = $450

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JEPI, SUSB

Today

[…]holdings […]

JEPISUSB

JEPI—[…]

SUSB[…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.2%JEPI, at 9.0% volatility

SUSBWorst drop−1.6%2.2% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISUSB

+8.6%Year to date+0.8%

7.8%Yield4.6%

+11.2%Past year+1.7%

0.35%Fee0.12%

3–1JEPI wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

Loading…

JEPI and SUSB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two