Compare · 3 funds side by side · dividends reinvested

AFIX, JEPI and SGOV

AFIXAllspring×JEPIJ.P. Morgan×SGOViShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,510JEPI · best of the three

Story of the three · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the three · RiskSmallest drop

AFIX, JEPI and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B1.8

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.7%+4.5%+3.9%−0.0%0.2%$117B1.8

Allspring Exchange-Traded Funds Trust - Allspring Broad Market Core Bond ETFBonds & Cash · Core aggregate0.20%5.07%−1.4%−1.3%[…][…]−5.1%4.5%$201M2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: AFIX 2024 · JEPI 2020 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Allspring Exchange-Traded Funds Trust - Allspring Broad Market Core Bond ETF · $201M[…]

AFIX

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,095

$10,000 five years ago, dividends reinvested

AFIX

More Ways to See the Pairs

AFIX vs SGOV: Top 5 Holdings

Today

AFIX

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

AFIX vs SGOV Returns, Every Period

1Y

AllspringAFIX

−1.3%

past year

Cost, Income and Risk

Fees: AFIX, JEPI, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

AFIX0.20%$20

JEPI0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

SGOV

−1.4%Year to dateJan 1 → Nov 12+3.2%

−1.3%1 yearTotal return+3.7%

[…]3 years · per year$10,000 became […] · $11,416+4.5%

[…]5 years · per year$10,000 became […] · $12,095+3.9%

0.20%Expense ratio$20 · $9 a year on $10k · lower is better0.09%

5.07%Trailing 12-mo yield$507 · $363 a year on $10k3.63%

−5.1%Worst dropSmaller is better−0.0%

4.5%VolatilityLower is calmer0.2%

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

1–5SGOV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

SGOV

iShares

+3.7%

past year

AFIXSGOVFaded: behind in that period

0–2SGOV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Bonds vs Income: AFIX vs JEPI

YTD

AllspringAFIX

−1.4%

JEPIJ.P. Morgan

+8.3%

−1.4%Year to date+8.3%

−5.1%Worst drop · 1Y−6.7%

4.5%Volatility · 1Y9.0%

5.1%Yield7.9%

$201MAssets$46.8B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: AFIX, JEPI, SGOV

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

AFIX5.07%$507

SGOV3.63%$363

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

AFIX$507 − $20 = $487

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: AFIX, JEPI, SGOV

Today

[…]holdings […]

AFIXJEPISGOV

AFIX—[…][…]

JEPI[…]—[…]

SGOV[…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.1%JEPI, at 9.0% volatility

SGOVWorst drop−0.0%0.2% vol

AFIXWorst drop−5.1%4.5% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISGOV

+8.3%Year to date+3.2%

7.9%Yield3.6%

+10.1%Past year+3.7%

0.35%Fee0.09%

3–1JEPI wins

End-of-day Nov 12, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.3B

1–1level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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AFIX, JEPI and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: AFIX, JEPI, SGOV