Compare · 3 funds side by side · dividends reinvested

IBDX, JEPQ and SGOV

IBDXiShares×JEPQJ.P. Morgan×SGOViShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,092SGOV · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

IBDX, JEPQ and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.7%+4.5%+3.9%−0.0%0.2%$117B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B1.9

iShares iBonds Dec 2032 Term Corporate ETFBonds & Cash · Corporate0.10%4.96%−1.1%−0.2%+6.4%[…]−4.2%4.0%$1.8B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: IBDX 2022 · JEPQ 2022 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares iBonds Dec 2032 Term Corporate ETF · $1.8B[…]

IBDX

JEPQ

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

$10,000 five years ago, dividends reinvested

IBDXMeasure

More Ways to See the Pairs

IBDX vs JEPQ: Top 5 Holdings

Today

IBDX

[…]in top 5

JEPQ

in top 527.6%

IBDXStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.9%

not top 5AMZN4.4%

not top 5GOOG

Cost, Income and Risk

Fees: IBDX, JEPQ, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

IBDX0.10%$10

JEPQ0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ

−1.1%Year to dateJan 1 → Nov 11+8.1%

−0.2%1 yearTotal return+9.0%

+6.4%3 years · per year$10,000 became $12,052 · $16,525+18.2%

[…]5 years · per year[…]

0.10%Expense ratio$10 · $35 a year on $10k · lower is better0.35%

4.96%Trailing 12-mo yield$496 · $1,220 a year on $10k12.20%

−4.2%Worst dropSmaller is better−11.5%

4.0%VolatilityLower is calmer16.9%

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

3–4JEPQ wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

IBDX vs JEPQ Returns, Every Period

1Y

iSharesIBDX

−0.2%

past year

JEPQJ.P. Morgan

+9.0%

past year

IBDXJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Bonds vs Income: IBDX vs JEPQ

YTD

iSharesIBDX

−1.1%

JEPQJ.P. Morgan

+8.1%

−1.1%Year to date+8.1%

−4.2%Worst drop · 1Y−11.5%

4.0%Volatility · 1Y16.9%

5.0%Yield12.2%

$1.8BAssets$41.8B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: IBDX, JEPQ, SGOV

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

IBDX4.96%$496

SGOV3.63%$363

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

IBDX$496 − $10 = $486

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IBDX, JEPQ, SGOV

Today

[…]holdings […]

IBDXJEPQSGOV

IBDX—[…][…]

JEPQ[…]—[…]

SGOV[…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+9.0%JEPQ, at 16.9% volatility

SGOVWorst drop−0.0%0.2% vol

IBDXWorst drop−4.2%4.0% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSGOV

+8.1%Year to date+3.2%

12.2%Yield3.6%

+9.0%Past year+3.7%

0.35%Fee0.09%

3–1JEPQ wins

End-of-day Nov 11, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.3B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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IBDX, JEPQ and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: IBDX, JEPQ, SGOV