Compare · 3 funds side by side · dividends reinvested

JEPQ, CGUI and BND

JEPQJ.P. Morgan×CGUICapital Group×BNDVanguard×

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$16,495JEPQ · best of the three

02 / 04

JEPQ, CGUI and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.8%[…][…]−0.2%0.9%$442M1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.9

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPQ 2022 · CGUI 2024 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

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

CGUI

BND

Vanguard Total Bond Market ETF · $161B$9,985

$10,000 five years ago, dividends reinvested

CGUIMeasureBND

+3.0%Year to dateJan 1 → Nov 9+0.0%

+3.8%1 yearTotal return+0.3%

[…]3 years · per year$10,000 became […] · $11,576+5.0%

[…]5 years · per year$10,000 became […] · $9,985−0.0%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

3.82%Trailing 12-mo yield$382 · $412 a year on $10k4.12%

−0.2%Worst dropSmaller is better−4.5%

0.9%VolatilityLower is calmer4.0%

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

4–2CGUI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGUI vs BND: Top 5 Holdings

Today

CGUI

[…]in top 5

BND

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

CGUI vs BND Returns, Every Period

Capital GroupCGUI

+3.8%

past year

BNDVanguard

+0.3%

past year

CGUIBNDFaded: behind in that period

2–0CGUI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: CGUI vs JEPQ

YTD

Capital GroupCGUI

+3.0%

JEPQJ.P. Morgan

+6.6%

+3.0%Year to date+6.6%

−0.2%Worst drop · 1Y−11.5%

0.9%Volatility · 1Y16.9%

3.8%Yield12.4%

$442MAssets$40.7B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, CGUI, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

CGUI0.18%$18

JEPQ0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPQ, CGUI, BND

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

BND4.12%$412

CGUI3.82%$382

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

BND$412 − $3 = $409

CGUI$382 − $18 = $364

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPQ, CGUI, BND

Today

[…]holdings […]

JEPQCGUIBND

JEPQ—[…][…]

CGUI[…]—[…]

BND[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.2%JEPQ, at 16.9% volatility

CGUIWorst drop−0.2%0.9% vol

BNDWorst drop−4.5%4.0% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQCGUI

+6.6%Year to date+3.0%

12.4%Yield3.8%

+9.2%Past year+3.8%

0.35%Fee0.18%

3–1JEPQ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 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 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026