Compare · 2 funds side by side · dividends reinvested

JEPQ and SUSB

JEPQJ.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$11,167SUSB · best of the two

Story of the two · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the two · RiskSmallest drop

JEPQ and SUSB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B1.4

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%$1.3B1.5

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: JEPQ 2022 · SUSB 2017

Head to Head

Swap sides Versus in desk

Head to Head

YTD

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B$10,672

JEPQ

SUSB

iShares ESG Aware 1-5 Year USD Corporate Bond ETF · $1.3B$10,041

$10,000 since Jan 1, dividends reinvested

JEPQMeasureSUSB

+6.7%

More Ways to See the Pairs

JEPQ vs SUSB: Top 5 Holdings

Today

JEPQ

27.3%in top 5

SUSB

in top 5[…]

JEPQStockSUSB

7.2%AAPLnot top 5

5.9%NVDAnot top 5

5.6%MSFTnot top 5

4.3%GOOGnot top 5

4.2%AMZNnot top 5

Cost, Income and Risk

Fees: JEPQ, SUSB

Today

0.12%lowest, SUSB

FundExpense ratioFee$10k

SUSB0.12%$12

JEPQ0.35%$35

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

Yields: JEPQ, SUSB

1Y

12.37%highest, JEPQ

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%

$42.6BAssets$47.3B

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%

+7.6%1 yearTotal return+1.2%

+17.4%3 years · per year$10,000 became $16,188 · $11,613+5.1%

[…]5 years · per year$10,000 became […] · $11,167+2.2%

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

12.37%Trailing 12-mo yield$1,237 · $464 a year on $10k4.64%

−11.5%Worst dropSmaller is better−1.6%

17.0%VolatilityLower is calmer2.2%

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

4–3JEPQ 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

JEPQ vs SUSB Returns, Every Period

1Y

J.P. MorganJEPQ

+7.6%

past year

SUSBiShares

+1.2%

past year

JEPQSUSBFaded: behind in that period

3–0JEPQ wins

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

Income vs Bonds: JEPQ vs SUSB

YTD

J.P. MorganJEPQ

+6.7%

SUSBiShares

+0.4%

+6.7%Year to date+0.4%

−11.5%Worst drop · 1Y−1.6%

17.0%Volatility · 1Y2.2%

12.4%Yield4.6%

$42.6BAssets$1.3B

2–2level

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

Yield

$10k

JEPQ12.37%$1,237

SUSB4.64%$464

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

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

SUSB$464 − $12 = $452

KeptFee

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

Overlap: JEPQ, SUSB

Today

[…]holdings […]

JEPQSUSB

JEPQ—[…]

SUSB[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+7.6%JEPQ, at 17.0% volatility

SUSBWorst drop−1.6%2.2% vol

JEPQWorst drop−11.5%17.0% vol

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

Paid More vs Made More

YTD

JEPQSUSB

+6.7%Year to date+0.4%

12.4%Yield4.6%

+7.6%Past year+1.2%

0.35%Fee0.12%

3–1JEPQ 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$806B

0–0level

End-of-day Nov 13, 2026

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JEPQ and SUSB

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two