Compare · 2 funds side by side · dividends reinvested

BOND and JEPQ

BONDPIMCO×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,134BOND · best of the two

02 / 04

BOND and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.3

PIMCO Active Bond Exchange-Traded FundBonds & Cash · Other bonds0.53%5.31%−0.1%+0.5%+6.6%+0.3%−5.5%4.5%$9.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BOND 2012 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

PIMCO Active Bond Exchange-Traded Fund · $9.1B$10,134

BOND

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BONDMeasureJEPQ

−0.1%Year to dateJan 1 → Nov 4+8.5%

+0.5%1 yearTotal return+9.3%

+6.6%3 years · per year$10,000 became $12,120 · $17,406+20.3%

+0.3%5 years · per year$10,000 became $10,134 · […][…]

0.53%Expense ratio$53 · $35 a year on $10k · lower is better0.35%

5.31%Trailing 12-mo yield$531 · $1,217 a year on $10k12.17%

−5.5%Worst dropSmaller is better−8.8%

4.5%VolatilityLower is calmer15.5%

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

2–5JEPQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BOND vs JEPQ: Top 5 Holdings

Today

BOND

4.2%in top 5

JEPQ

in top 527.9%

BONDStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

3.8%PMBSnot top 5

0.2%PRFDnot top 5

0.2%LONZnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

BOND vs JEPQ Returns, Every Period

PIMCOBOND

+0.5%

past year

JEPQJ.P. Morgan

+9.3%

past year

BONDJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Income: BOND vs JEPQ

YTD

PIMCOBOND

−0.1%

JEPQJ.P. Morgan

+8.5%

−0.1%Year to date+8.5%

−5.5%Worst drop · 1Y−8.8%

4.5%Volatility · 1Y15.5%

5.3%Yield12.2%

$9.1BAssets$41.8B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BOND, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

BOND0.53%$53

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BOND, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

BOND5.31%$531

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

BOND$531 − $53 = $478

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BOND, JEPQ

Today

0.0%most shared, BOND and JEPQ

BONDJEPQ

BOND—0.0%

JEPQ0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

BONDWorst drop−5.5%4.5% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQBOND

+8.5%Year to date−0.1%

12.2%Yield5.3%

+9.3%Past year+0.5%

0.35%Fee0.53%

4–0JEPQ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026