Compare · 2 funds side by side · dividends reinvested

BIL and JEPQ

BILSPDR×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,017BIL · best of the two

02 / 04

BIL and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.4

State Street SPDR Bloomberg 1-3 Month T-Bill ETFBonds & Cash · Cash & T-bills0.14%3.67%+3.1%+3.7%+4.4%+3.7%−0.0%0.2%$48.4B1.5

Rank among the two1st → 2ndFee, 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: BIL 2007 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Bloomberg 1-3 Month T-Bill ETF · $48.4B$12,017

BIL

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested

BILMeasureJEPQ

+3.1%Year to dateJan 1 → Nov 6+3.2%

+3.7%1 yearTotal return+4.5%

+4.4%3 years · per year$10,000 became $11,393 · $16,202+17.4%

+3.7%5 years · per year$10,000 became $12,017 · […][…]

0.14%Expense ratio$14 · $35 a year on $10k · lower is better0.35%

3.67%Trailing 12-mo yield$367 · $1,279 a year on $10k12.79%

−0.0%Worst dropSmaller is better−11.5%

0.2%VolatilityLower is calmer16.7%

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

3–4JEPQ wins

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

More Ways to See the Pairs

BIL vs JEPQ: Top 5 Holdings

Today

BIL

[…]in top 5

JEPQ

in top 528.9%

BILStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common[…]

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

BIL vs JEPQ Returns, Every Period

SPDRBIL

+3.7%

past year

JEPQJ.P. Morgan

+4.5%

past year

BILJEPQFaded: behind in that period

0–3JEPQ wins

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

Bonds vs Income: BIL vs JEPQ

YTD

SPDRBIL

+3.1%

JEPQJ.P. Morgan

+3.2%

+3.1%Year to date+3.2%

−0.0%Worst drop · 1Y−11.5%

0.2%Volatility · 1Y16.7%

3.7%Yield12.8%

$48.4BAssets$42.6B

2–2level

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

Cost, Income and Risk

Fees: BIL, JEPQ

Today

0.14%lowest, BIL

FundExpense ratioFee$10k

BIL0.14%$14

JEPQ0.35%$35

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

Yields: BIL, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

BIL3.67%$367

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

BIL$367 − $14 = $353

KeptFee

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

Overlap: BIL, JEPQ

Today

[…]holdings […]

BILJEPQ

BIL—[…]

JEPQ[…]—

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

Return vs Bumpiness: 2 ETFs

+4.5%JEPQ, at 16.7% volatility

BILWorst drop−0.0%0.2% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQBIL

+3.2%Year to date+3.1%

12.8%Yield3.7%

+4.5%Past year+3.7%

0.35%Fee0.14%

3–1JEPQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

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