Compare · 4 funds side by side · dividends reinvested

CLIP, JEPQ, BND and SGOV

CLIPGlobal X×JEPQJ.P. Morgan×BNDVanguard×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$12,090SGOV · best of the four

02 / 04

CLIP, JEPQ, BND and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - 1-3 Month T-Bill ETFBonds & Cash · Cash & T-bills0.07%3.72%+3.2%+3.8%+4.5%[…]−0.0%0.2%$2.3B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.3

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.5

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.6

Rank among the four1st → 4thFee, 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: CLIP 2023 · JEPQ 2022 · BND 2007 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Global X - 1-3 Month T-Bill ETF · $2.3B[…]

CLIP

JEPQ

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

$10,000 five years ago, dividends reinvested

CLIPMeasureJEPQ

+3.2%Year to dateJan 1 → Nov 6+3.2%

+3.8%1 yearTotal return+4.5%

+4.5%3 years · per year$10,000 became $11,421 · $16,202+17.4%

[…]5 years · per year[…]

0.07%Expense ratio$7 · $35 a year on $10k · lower is better0.35%

3.72%Trailing 12-mo yield$372 · $1,279 a year on $10k12.79%

−0.0%Worst dropSmaller is better−11.5%

0.2%VolatilityLower is calmer16.7%

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

3–3Level

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

More Ways to See the Pairs

CLIP vs JEPQ: Top 5 Holdings

Today

CLIP

[…]in top 5

JEPQ

in top 528.9%

CLIPStockJEPQ

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

CLIP vs JEPQ Returns, Every Period

Global XCLIP

+3.8%

past year

JEPQJ.P. Morgan

+4.5%

past year

CLIPJEPQFaded: behind in that period

0–2JEPQ wins

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

Bonds vs Income: CLIP vs JEPQ

YTD

Global XCLIP

+3.2%

JEPQJ.P. Morgan

+3.2%

+3.2%Year to date+3.2%

−0.0%Worst drop · 1Y−11.5%

0.2%Volatility · 1Y16.7%

3.7%Yield12.8%

$2.3BAssets$42.6B

2–1CLIP wins

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

Cost, Income and Risk

Fees: CLIP, JEPQ, BND, SGOV

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

CLIP0.07%$7

SGOV0.09%$9

JEPQ0.35%$35

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

Yields: CLIP, JEPQ, BND, SGOV

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

BND4.12%$412

CLIP3.72%$372

SGOV3.63%$363

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

BND$412 − $3 = $409

CLIP$372 − $7 = $365

SGOV$363 − $9 = $354

KeptFee

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

Overlap: CLIP, JEPQ, BND, SGOV

Today

[…]holdings […]

CLIPJEPQBNDSGOV

CLIP—[…][…][…]

JEPQ[…]—[…][…]

BND[…][…]—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+4.5%JEPQ, at 16.7% volatility

SGOVWorst drop0.0%0.2% vol

CLIPWorst drop−0.0%0.2% vol

BNDWorst drop−4.5%4.0% 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

JEPQCLIP

+3.2%Year to date+3.2%

12.8%Yield3.7%

+4.5%Past year+3.8%

0.35%Fee0.07%

2–1JEPQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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 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