Compare · 4 funds side by side · dividends reinvested

FSTB, JEPQ, SCHD and SGOV

FSTBFidelity×JEPQJ.P. Morgan×SCHDSchwab×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

FSTB, JEPQ, SCHD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

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%$117B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.4

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 6, 2026 · returns include dividends · since: FSTB 2026 · JEPQ 2022 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

FSTB

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,090

$10,000 five years ago, dividends reinvested

FSTBMeasureSGOV

[…]Year to dateJan 1 → Nov 6+3.2%

[…]1 yearTotal return+3.8%

[…]3 years · per year$10,000 became […] · $11,419+4.5%

[…]5 years · per year$10,000 became […] · $12,090+3.9%

0.21%Expense ratio$21 · $9 a year on $10k · lower is better0.09%

1.45%Trailing 12-mo yield$145 · $363 a year on $10k3.63%

[…]Worst dropSmaller is better0.0%

[…]VolatilityLower is calmer0.2%

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

0–2SGOV wins

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

More Ways to See the Pairs

FSTB vs SGOV: Top 5 Holdings

Today

FSTB

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

FSTB vs SGOV Returns, Every Period

FidelityFSTB

[…]

past year

SGOViShares

+3.8%

past year

Returns […]

FSTBSGOVFaded: behind in that period

0–0Level

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

Bonds vs Income: FSTB vs JEPQ

YTD

FidelityFSTB

[…]

JEPQJ.P. Morgan

+3.2%

[…]Year to date+3.2%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.7%

1.5%Yield12.8%

$239MAssets$42.6B

1–0JEPQ wins

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

Cost, Income and Risk

Fees: FSTB, JEPQ, SCHD, SGOV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

FSTB0.21%$21

JEPQ0.35%$35

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

Yields: FSTB, JEPQ, SCHD, SGOV

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SGOV3.63%$363

SCHD3.00%$300

FSTB1.45%$145

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

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

FSTB$145 − $21 = $124

KeptFee

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

Overlap: FSTB, JEPQ, SCHD, SGOV

Today

3.8%most shared, JEPQ and SCHD

FSTBJEPQSCHDSGOV

FSTB—[…][…][…]

JEPQ[…]—3.8%[…]

SCHD[…]3.8%—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SGOVWorst drop0.0%0.2% vol

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.7% vol

FSTBWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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