Compare · 3 funds side by side · dividends reinvested

FSTB, JEPI and BND

FSTBFidelity×JEPIJ.P. Morgan×BNDVanguard×

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$13,562JEPI · best of the three

02 / 04

FSTB, JEPI and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.5

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B1.6

Fidelity Short-Term Bond ETFBonds & Cash · Core aggregate0.21%1.45%[…][…][…][…][…][…]$239M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FSTB 2026 · JEPI 2020 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Short-Term Bond ETF · $239M[…]

FSTB

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested

FSTBMeasureJEPI

[…]Year to dateJan 1 → Nov 6+5.3%

[…]1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.21%Expense ratio$21 · $35 a year on $10k · lower is better0.35%

1.45%Trailing 12-mo yield$145 · $809 a year on $10k8.09%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer8.8%

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSTB vs JEPI: Top 5 Holdings

Today

FSTB

[…]in top 5

JEPI

in top 59.9%

FSTBStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

FSTB vs JEPI Returns, Every Period

FidelityFSTB

[…]

past year

JEPIJ.P. Morgan

+8.2%

past year

Returns […]

FSTBJEPIFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Income: FSTB vs JEPI

YTD

FidelityFSTB

[…]

JEPIJ.P. Morgan

+5.3%

[…]Year to date+5.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.8%

1.5%Yield8.1%

$239MAssets$46.8B

1–0JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSTB, JEPI, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

FSTB0.21%$21

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FSTB, JEPI, BND

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

BND4.12%$412

FSTB1.45%$145

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

BND$412 − $3 = $409

FSTB$145 − $21 = $124

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FSTB, JEPI, BND

Today

[…]holdings […]

FSTBJEPIBND

FSTB—[…][…]

JEPI[…]—[…]

BND[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

BNDWorst drop−4.5%4.0% vol

JEPIWorst drop−6.7%8.8% vol

FSTBWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIBND

+5.3%Year to date−0.0%

8.1%Yield4.1%

+8.2%Past year+0.6%

0.35%Fee0.03%

3–1JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026