Compare · 3 funds side by side · dividends reinvested

IEF, JEPQ and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

IEF, 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%$117B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.9

iShares 7-10 Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.05%−1.2%−0.6%+4.4%−1.3%−6.8%5.0%$44.7B2.4

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: IEF 2002 · JEPQ 2022 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares 7-10 Year Treasury Bond ETF · $44.7B$9,375

IEF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested

IEFMeasureJEPQ

−1.2%Year to dateJan 1 → Nov 6+3.2%

−0.6%1 yearTotal return+4.5%

+4.4%3 years · per year$10,000 became $11,372 · $16,202+17.4%

−1.3%5 years · per year$10,000 became $9,375 · […][…]

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

4.05%Trailing 12-mo yield$405 · $1,279 a year on $10k12.79%

−6.8%Worst dropSmaller is better−11.5%

5.0%VolatilityLower is calmer16.7%

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

3–4JEPQ wins

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

More Ways to See the Pairs

IEF vs JEPQ: Top 5 Holdings

Today

IEF

[…]in top 5

JEPQ

in top 528.9%

IEFStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common[…]

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

IEF vs JEPQ Returns, Every Period

iSharesIEF

−0.6%

past year

JEPQJ.P. Morgan

+4.5%

past year

IEFJEPQFaded: behind in that period

0–3JEPQ wins

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

Bonds vs Income: IEF vs JEPQ

YTD

iSharesIEF

−1.2%

JEPQJ.P. Morgan

+3.2%

−1.2%Year to date+3.2%

−6.8%Worst drop · 1Y−11.5%

5.0%Volatility · 1Y16.7%

4.1%Yield12.8%

$44.7BAssets$42.6B

2–2level

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

Cost, Income and Risk

Fees: IEF, JEPQ, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

IEF0.15%$15

JEPQ0.35%$35

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

Yields: IEF, JEPQ, SGOV

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

IEF4.05%$405

SGOV3.63%$363

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

IEF$405 − $15 = $390

SGOV$363 − $9 = $354

KeptFee

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

Overlap: IEF, JEPQ, SGOV

Today

[…]holdings […]

IEFJEPQSGOV

IEF—[…][…]

JEPQ[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+4.5%JEPQ, at 16.7% volatility

SGOVWorst drop0.0%0.2% vol

IEFWorst drop−6.8%5.0% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQSGOV

+3.2%Year to date+3.2%

12.8%Yield3.6%

+4.5%Past year+3.8%

0.35%Fee0.09%

2–1JEPQ 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%

$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

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