Compare · 4 funds side by side · dividends reinvested

IUSB, EVPF, JEPI and SGOV

IUSBiShares×EVPFEaton Vance×JEPIJ.P. Morgan×SGOViShares×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,545JEPI · best of the four

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

IUSB, EVPF, JEPI and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B1.9

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%$117B2.1

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.36%−0.6%−0.2%+5.1%+0.2%−4.3%3.9%$50.3B2.3

Eaton Vance Preferred Securities and Income ETFIncome · Dividend stocks0.20%3.75%[…][…][…][…][…][…]$58M3.0

Rank among the four1st → 4thFee, 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: IUSB 2014 · EVPF 2026 · JEPI 2020 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core Universal USD Bond ETF · $50.3B$10,077

IUSB

More Ways to See the Pairs

IUSB vs EVPF: Top 5 Holdings

Today

IUSB

[…]in top 5

EVPF

in top 55.9%

IUSBStockEVPF

not top 5AHL1.5%

not top 5FITB-PM1.3%

not top 5KEY-PL1.2%

not top 5SYF-PB1.0%

not top 5ATH-PA

Cost, Income and Risk

Fees: IUSB, EVPF, JEPI, SGOV

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SGOV0.09%$9

EVPF0.20%$20

JEPI0.35%$35

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

Popular Pairs Near These Four

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%

$42.0BAssets$46.6B

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%

EVPF

Eaton Vance Preferred Securities and Income ETF · $58M[…]

$10,000 five years ago, dividends reinvested

IUSBMeasureEVPF

−0.6%Year to dateJan 1 → Nov 11[…]

−0.2%1 yearTotal return[…]

+5.1%3 years · per year$10,000 became $11,609 · […][…]

+0.2%5 years · per year$10,000 became $10,077 · […][…]

0.06%Expense ratio$6 · $20 a year on $10k · lower is better0.20%

4.36%Trailing 12-mo yield$436 · $375 a year on $10k3.75%

−4.3%Worst dropSmaller is better[…]

3.9%VolatilityLower is calmer[…]

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

2–0IUSB wins

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

0.9%

Held in common[…]

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

IUSB vs EVPF Returns, Every Period

1Y

iSharesIUSB

−0.2%

past year

EVPFEaton Vance

[…]

past year

Returns […]

IUSBEVPFFaded: behind in that period

0–0Level

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

Bonds vs Income: IUSB vs JEPI

YTD

iSharesIUSB

−0.6%

JEPIJ.P. Morgan

+8.6%

−0.6%Year to date+8.6%

−4.3%Worst drop · 1Y−6.7%

3.9%Volatility · 1Y9.0%

4.4%Yield7.8%

$50.3BAssets$46.6B

2–2level

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

Yields: IUSB, EVPF, JEPI, SGOV

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

IUSB4.36%$436

EVPF3.75%$375

SGOV3.63%$363

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

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

IUSB$436 − $6 = $430

EVPF$375 − $20 = $355

SGOV$363 − $9 = $354

KeptFee

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

Overlap: IUSB, EVPF, JEPI, SGOV

Today

0.5%most shared, EVPF and JEPI

IUSBEVPFJEPISGOV

IUSB—[…][…][…]

EVPF[…]—0.5%[…]

JEPI[…]0.5%—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

1Y

+11.2%JEPI, at 9.0% volatility

SGOVWorst drop−0.0%0.2% vol

IUSBWorst drop−4.3%3.9% vol

JEPIWorst drop−6.7%9.0% vol

EVPFWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPISGOV

+8.6%Year to date+3.2%

7.8%Yield3.6%

+11.2%Past year+3.7%

0.35%Fee0.09%

3–1JEPI wins

End-of-day Nov 11, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.0B

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

Loading…

IUSB, EVPF, JEPI and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four