Compare · 2 funds side by side · dividends reinvested

JEPI and BNDX

JEPIJ.P. Morgan×BNDXVanguard×

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 BNDX, 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%$46.8B1.4

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.64%+0.8%+0.2%+4.7%+0.4%−3.2%3.8%$82.9B1.6

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 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,108

JEPI

BNDX

Vanguard Total International Bond ETF · $82.9B$10,186

$10,000 five years ago, dividends reinvested

JEPIMeasureBNDX

+5.2%Year to dateJan 1 → Nov 5+0.8%

+8.3%1 yearTotal return+0.2%

+11.0%3 years · per year$10,000 became $13,674 · $11,463+4.7%

+7.1%5 years · per year$10,000 became $14,108 · $10,186+0.4%

0.35%Expense ratio$35 · $7 a year on $10k · lower is better0.07%

8.09%Trailing 12-mo yield$809 · $464 a year on $10k4.64%

−6.7%Worst dropSmaller is better−3.2%

8.8%VolatilityLower is calmer3.8%

JEPIBNDX 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 BNDX: Top 5 Holdings

Today

JEPI

9.9%in top 5

BNDX

in top 5[…]

JEPIStockBNDX

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 BNDX Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

BNDXVanguard

+0.4%

5 years, per year

JEPIBNDXFaded: 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 BNDX

YTD

J.P. MorganJEPI

+5.2%

BNDXVanguard

+0.8%

+5.2%Year to date+0.8%

−6.7%Worst drop · 1Y−3.2%

8.8%Volatility · 1Y3.8%

8.1%Yield4.6%

$46.8BAssets$82.9B

2–2level

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

Cost, Income and Risk

Fees: JEPI, BNDX

Today

0.07%lowest, BNDX

FundExpense ratioFee$10k

BNDX0.07%$7

JEPI0.35%$35

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

Yields: JEPI, BNDX

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

BNDX4.64%$464

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

BNDX$464 − $7 = $457

KeptFee

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

Overlap: JEPI, BNDX

Today

[…]holdings […]

JEPIBNDX

JEPI—[…]

BNDX[…]—

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

BNDXWorst drop−3.2%3.8% 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

JEPIBNDX

+5.2%Year to date+0.8%

8.1%Yield4.6%

+8.3%Past year+0.2%

0.35%Fee0.07%

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%

$42.6BAssets$46.8B

2–0JEPQ wins

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026