Compare · 3 funds side by side · dividends reinvested

IBMP, JEPQ and SGOV

IBMPiShares×JEPQJ.P. Morgan×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,091SGOV · best of the three

02 / 04

IBMP, 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%+3.8%+4.5%+3.9%0.0%0.2%$116B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.9

iShares iBonds Dec 2027 Term Muni Bond ETFBonds & Cash · Municipal0.10%2.55%+1.8%+2.4%+3.6%+0.9%−0.6%1.0%$684M2.5

Rank among the three1st → 3rdFee, 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: IBMP 2019 · JEPQ 2022 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2027 Term Muni Bond ETF · $684M$10,450

IBMP

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested

IBMPMeasureJEPQ

+1.8%Year to dateJan 1 → Nov 9+6.6%

+2.4%1 yearTotal return+9.2%

+3.6%3 years · per year$10,000 became $11,111 · $16,495+18.2%

+0.9%5 years · per year$10,000 became $10,450 · […][…]

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

2.55%Trailing 12-mo yield$255 · $1,239 a year on $10k12.39%

−0.6%Worst dropSmaller is better−11.5%

1.0%VolatilityLower is calmer16.9%

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

3–4JEPQ wins

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

More Ways to See the Pairs

IBMP vs JEPQ: Top 5 Holdings

Today

IBMP

[…]in top 5

JEPQ

in top 528.6%

IBMPStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

Held in common[…]

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

IBMP vs JEPQ Returns, Every Period

iSharesIBMP

+2.4%

past year

JEPQJ.P. Morgan

+9.2%

past year

IBMPJEPQFaded: behind in that period

0–3JEPQ wins

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

Bonds vs Income: IBMP vs JEPQ

YTD

iSharesIBMP

+1.8%

JEPQJ.P. Morgan

+6.6%

+1.8%Year to date+6.6%

−0.6%Worst drop · 1Y−11.5%

1.0%Volatility · 1Y16.9%

2.6%Yield12.4%

$684MAssets$40.7B

2–2level

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

Cost, Income and Risk

Fees: IBMP, JEPQ, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

IBMP0.10%$10

JEPQ0.35%$35

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

Yields: IBMP, JEPQ, SGOV

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SGOV3.63%$363

IBMP2.55%$255

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SGOV$363 − $9 = $354

IBMP$255 − $10 = $245

KeptFee

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

Overlap: IBMP, JEPQ, SGOV

Today

[…]holdings […]

IBMPJEPQSGOV

IBMP—[…][…]

JEPQ[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+9.2%JEPQ, at 16.9% volatility

SGOVWorst drop0.0%0.2% vol

IBMPWorst drop−0.6%1.0% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQSGOV

+6.6%Year to date+3.2%

12.4%Yield3.6%

+9.2%Past year+3.8%

0.35%Fee0.09%

3–1JEPQ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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