Compare · 4 funds side by side · dividends reinvested

FSTB, JEPI, SGOV and VIG

FSTBFidelity×JEPIJ.P. Morgan×SGOViShares×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

FSTB, JEPI, SGOV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.1

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%$116B2.3

Fidelity Short-Term Bond ETFBonds & Cash · Core aggregate0.21%1.45%[…][…][…][…][…][…]$239M3.5

Rank among the four1st → 4thFee, 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: FSTB 2026 · JEPI 2020 · SGOV 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Short-Term Bond ETF · $239M[…]

FSTB

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested

FSTBMeasureJEPI

[…]Year to dateJan 1 → Nov 9+7.5%

[…]1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $13,679+11.0%

[…]5 years · per year$10,000 became […] · $14,448+7.6%

0.21%Expense ratio$21 · $35 a year on $10k · lower is better0.35%

1.45%Trailing 12-mo yield$145 · $793 a year on $10k7.93%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer9.0%

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

1–1Level

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

More Ways to See the Pairs

FSTB vs JEPI: Top 5 Holdings

Today

FSTB

[…]in top 5

JEPI

in top 59.9%

FSTBStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common[…]

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

FSTB vs JEPI Returns, Every Period

FidelityFSTB

[…]

past year

JEPIJ.P. Morgan

+10.9%

past year

Returns […]

FSTBJEPIFaded: behind in that period

0–0Level

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

Bonds vs Income: FSTB vs JEPI

YTD

FidelityFSTB

[…]

JEPIJ.P. Morgan

+7.5%

[…]Year to date+7.5%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

1.5%Yield7.9%

$239MAssets$45.2B

1–0JEPI wins

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

Cost, Income and Risk

Fees: FSTB, JEPI, SGOV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SGOV0.09%$9

FSTB0.21%$21

JEPI0.35%$35

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

Yields: FSTB, JEPI, SGOV, VIG

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

SGOV3.63%$363

VIG1.46%$146

FSTB1.45%$145

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SGOV$363 − $9 = $354

VIG$146 − $4 = $142

FSTB$145 − $21 = $124

KeptFee

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

Overlap: FSTB, JEPI, SGOV, VIG

Today

31.2%most shared, JEPI and VIG

FSTBJEPISGOVVIG

FSTB—[…][…][…]

JEPI[…]—[…]31.2%

SGOV[…][…]—[…]

VIG[…]31.2%[…]—

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

Return vs Bumpiness: 4 ETFs

+17.6%VIG, at 11.0% volatility

SGOVWorst drop0.0%0.2% vol

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

FSTBWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPIVIG

+7.5%Year to date+14.8%

7.9%Yield1.5%

+10.9%Past year+17.6%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026