Compare · 4 funds side by side · dividends reinvested

JEPI, CGUI, SGOV and BND

JEPIJ.P. Morgan×CGUICapital Group×SGOViShares×BNDVanguard×

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Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$13,634JEPI · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

JEPI, CGUI, SGOV and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.1

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.1

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+2.9%+3.7%[…][…]−0.2%0.9%$442M2.7

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.6%−0.2%−4.5%4.0%$161B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: JEPI 2020 · CGUI 2024 · SGOV 2020 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Capital Group Ultra Short Income ETF · $442M[…]

More Ways to See the Pairs

CGUI vs SGOV: Top 5 Holdings

Today

CGUI

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

CGUI vs SGOV Returns, Every Period

1Y

Capital GroupCGUI

+3.7%

past year

Cost, Income and Risk

Fees: JEPI, CGUI, SGOV, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SGOV0.09%$9

CGUI0.18%$18

JEPI0.35%$35

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

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

CGUI

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,092

$10,000 five years ago, dividends reinvested

CGUIMeasureSGOV

+2.9%Year to dateJan 1 → Nov 10+3.2%

+3.7%1 yearTotal return+3.8%

[…]3 years · per year$10,000 became […] · $11,418+4.5%

[…]5 years · per year$10,000 became […] · $12,092+3.9%

0.18%Expense ratio$18 · $9 a year on $10k · lower is better0.09%

3.82%Trailing 12-mo yield$382 · $363 a year on $10k3.63%

−0.2%Worst dropSmaller is better0.0%

0.9%VolatilityLower is calmer0.2%

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

1–5SGOV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

SGOV

iShares

+3.8%

past year

CGUISGOVFaded: behind in that period

0–2SGOV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CGUI vs JEPI

YTD

Capital GroupCGUI

+2.9%

JEPIJ.P. Morgan

+7.6%

+2.9%Year to date+7.6%

−0.2%Worst drop · 1Y−6.7%

0.9%Volatility · 1Y9.0%

3.8%Yield7.9%

$442MAssets$46.6B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: JEPI, CGUI, SGOV, BND

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

BND4.15%$415

CGUI3.82%$382

SGOV3.63%$363

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

BND$415 − $3 = $412

CGUI$382 − $18 = $364

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JEPI, CGUI, SGOV, BND

Today

[…]holdings […]

JEPICGUISGOVBND

JEPI—[…][…][…]

CGUI[…]—[…][…]

SGOV[…][…]—[…]

BND[…][…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

SGOVWorst drop0.0%0.2% vol

CGUIWorst drop−0.2%0.9% vol

BNDWorst drop−4.5%4.0% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISGOV

+7.6%Year to date+3.2%

7.9%Yield3.6%

+10.6%Past year+3.8%

0.35%Fee0.09%

3–1JEPI wins

End-of-day Nov 10, 2026

−0.7%

4.1%Yield4.2%

$161BAssets$138B

1–0AGG wins

End-of-day Nov 10, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.0B

1–1level

End-of-day Nov 10, 2026

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JEPI, CGUI, SGOV and BND

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four