Compare · 4 funds side by side · dividends reinvested

JEPI, SUSB, SCHD and BND

JEPIJ.P. Morgan×SUSBiShares×SCHDSchwab×BNDVanguard×

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Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$17,062SCHD · best of the four

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

Story of the four · RiskSmallest drop

JEPI, SUSB, SCHD and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.4

iShares ESG Aware 1-5 Year USD Corporate Bond ETFBonds & Cash · Corporate0.12%4.62%+0.8%+1.7%+5.2%+2.4%−1.6%2.2%$1.3B2.4

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.6%−0.2%−4.5%4.0%$161B3.0

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 · SUSB 2017 · SCHD 2011 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $46.6B$14,429

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%MSFTnot top 5

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Cost, Income and Risk

Fees: JEPI, SUSB, SCHD, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

SCHD0.06%$6

SUSB0.12%$12

JEPI0.35%$35

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date

JEPI

SUSB

iShares ESG Aware 1-5 Year USD Corporate Bond ETF · $1.3B$11,243

$10,000 five years ago, dividends reinvested

JEPIMeasureSUSB

+7.6%Year to dateJan 1 → Nov 10+0.8%

+10.6%1 yearTotal return+1.7%

+10.9%3 years · per year$10,000 became $13,634 · $11,655+5.2%

+7.6%5 years · per year$10,000 became $14,429 · $11,243+2.4%

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

7.92%Trailing 12-mo yield$792 · $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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

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

JEPI vs SUSB Returns, Every Period

5Y

J.P. MorganJEPI

+7.6%

5 years, per year

SUSBiShares

+2.4%

5 years, per year

JEPISUSBFaded: behind in that period

4–0JEPI wins

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

Income vs Bonds: JEPI vs SUSB

YTD

J.P. MorganJEPI

+7.6%

SUSBiShares

+0.8%

+7.6%Year to date+0.8%

−6.7%Worst drop · 1Y−1.6%

9.0%Volatility · 1Y2.2%

7.9%Yield4.6%

$46.6BAssets$1.3B

2–2level

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

Yields: JEPI, SUSB, SCHD, BND

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

SUSB4.62%$462

BND4.15%$415

SCHD2.94%$294

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

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

SUSB$462 − $12 = $450

BND$415 − $3 = $412

SCHD$294 − $6 = $288

KeptFee

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

Overlap: JEPI, SUSB, SCHD, BND

Today

8.3%most shared, JEPI and SCHD

JEPISUSBSCHDBND

JEPI—[…]8.3%[…]

SUSB[…]—[…][…]

SCHD8.3%[…]—[…]

BND[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SUSBWorst drop−1.6%2.2% vol

BNDWorst drop−4.5%4.0% vol

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

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

Paid More vs Made More

YTD

JEPISCHD

+7.6%Year to date+33.8%

7.9%Yield2.9%

+10.6%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

−0.7%

4.1%Yield4.2%

$161BAssets$138B

1–0AGG wins

End-of-day Nov 10, 2026

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JEPI, SUSB, SCHD and BND

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four