Compare · 2 funds side by side · dividends reinvested

JEPI and BND

JEPIJ.P. Morgan×BNDVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

JEPI and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.4

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JEPI 2020 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,108

JEPI

BND

Vanguard Total Bond Market ETF · $161B$9,983

$10,000 five years ago, dividends reinvested

JEPIMeasureBND

+5.2%Year to dateJan 1 → Nov 5+0.1%

+8.3%1 yearTotal return+0.4%

+11.0%3 years · per year$10,000 became $13,674 · $11,761+5.6%

+7.1%5 years · per year$10,000 became $14,108 · $9,983−0.0%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

8.09%Trailing 12-mo yield$809 · $412 a year on $10k4.12%

−6.7%Worst dropSmaller is better−4.5%

8.8%VolatilityLower is calmer4.0%

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

5–3JEPI wins

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

More Ways to See the Pairs

JEPI vs BND: Top 5 Holdings

Today

JEPI

9.9%in top 5

BND

in top 5[…]

JEPIStockBND

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%MMMnot top 5

1.9%AAPLnot top 5

1.9%Vnot top 5

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

JEPI vs BND Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

BNDVanguard

−0.0%

5 years, per year

JEPIBNDFaded: behind in that period

4–0JEPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPI vs BND

YTD

J.P. MorganJEPI

+5.2%

BNDVanguard

+0.1%

+5.2%Year to date+0.1%

−6.7%Worst drop · 1Y−4.5%

8.8%Volatility · 1Y4.0%

8.1%Yield4.1%

$46.1BAssets$161B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPI, BND

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

BND4.12%$412

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

BND$412 − $3 = $409

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPI, BND

Today

[…]holdings […]

JEPIBND

JEPI—[…]

BND[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.3%JEPI, at 8.8% volatility

BNDWorst drop−4.5%4.0% vol

JEPIWorst drop−6.7%8.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIBND

+5.2%Year to date+0.1%

8.1%Yield4.1%

+8.3%Past year+0.4%

0.35%Fee0.03%

3–1JEPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026