Compare · 3 funds side by side · dividends reinvested

IBTO, JEPI and SGOV

IBTOiShares×JEPIJ.P. Morgan×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

IBTO, JEPI and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.8

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%$117B2.0

iShares iBonds Dec 2033 Term Treasury ETFBonds & Cash · Treasuries0.07%4.23%−0.9%−0.3%+4.7%[…]−5.8%4.4%$520M2.1

Rank among the three1st → 3rdFee, 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: IBTO 2023 · JEPI 2020 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds Dec 2033 Term Treasury ETF · $520M[…]

IBTO

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested

IBTOMeasureJEPI

−0.9%Year to dateJan 1 → Nov 6+5.3%

−0.3%1 yearTotal return+8.2%

+4.7%3 years · per year$10,000 became $11,463 · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

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

4.23%Trailing 12-mo yield$423 · $809 a year on $10k8.09%

−5.8%Worst dropSmaller is better−6.7%

4.4%VolatilityLower is calmer8.8%

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

3–4JEPI wins

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

More Ways to See the Pairs

IBTO vs JEPI: Top 5 Holdings

Today

IBTO

[…]in top 5

JEPI

in top 59.9%

IBTOStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common[…]

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

IBTO vs JEPI Returns, Every Period

iSharesIBTO

−0.3%

past year

JEPIJ.P. Morgan

+8.2%

past year

IBTOJEPIFaded: behind in that period

0–3JEPI wins

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

Bonds vs Income: IBTO vs JEPI

YTD

iSharesIBTO

−0.9%

JEPIJ.P. Morgan

+5.3%

−0.9%Year to date+5.3%

−5.8%Worst drop · 1Y−6.7%

4.4%Volatility · 1Y8.8%

4.2%Yield8.1%

$520MAssets$45.2B

2–2level

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

Cost, Income and Risk

Fees: IBTO, JEPI, SGOV

Today

0.07%lowest, IBTO

FundExpense ratioFee$10k

IBTO0.07%$7

SGOV0.09%$9

JEPI0.35%$35

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

Yields: IBTO, JEPI, SGOV

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IBTO4.23%$423

SGOV3.63%$363

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IBTO$423 − $7 = $416

SGOV$363 − $9 = $354

KeptFee

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

Overlap: IBTO, JEPI, SGOV

Today

[…]holdings […]

IBTOJEPISGOV

IBTO—[…][…]

JEPI[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

SGOVWorst drop0.0%0.2% vol

IBTOWorst drop−5.8%4.4% vol

JEPIWorst drop−6.7%8.8% vol

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

Paid More vs Made More

YTD

JEPISGOV

+5.3%Year to date+3.2%

8.1%Yield3.6%

+8.2%Past year+3.8%

0.35%Fee0.09%

3–1JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

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$48.3B

1–1level

End-of-day Nov 6, 2026

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