Compare · 4 funds side by side · dividends reinvested

JEPI, BSJS, SGOV and VIG

JEPIJ.P. Morgan×BSJSInvesco×SGOViShares×VIGVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,583VIG · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

JEPI, BSJS, SGOV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.3

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%$117B2.6

Invesco BulletShares 2028 High Yield Corporate Bond ETFBonds & Cash · High yield0.42%6.08%+2.8%+4.2%+7.8%+3.2%−1.6%2.6%$784M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: JEPI 2020 · BSJS 2020 · SGOV 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $46.6B$14,429

JEPI

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JEPI vs BSJS: Top 5 Holdings

Today

JEPI

9.8%in top 5

BSJS

in top 50.4%

JEPIStockBSJS

2.0%MSFTnot top 5

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Cost, Income and Risk

Fees: JEPI, BSJS, SGOV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SGOV0.09%$9

JEPI0.35%$35

BSJS0.42%$42

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

BSJS

Invesco BulletShares 2028 High Yield Corporate Bond ETF · $784M$11,733

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JEPIMeasureBSJS

+7.6%Year to dateJan 1 → Nov 10+2.8%

+10.6%1 yearTotal return+4.2%

+10.9%3 years · per year$10,000 became $13,634 · $12,539+7.8%

+7.6%5 years · per year$10,000 became $14,429 · $11,733+3.2%

0.35%Expense ratio$35 · $42 a year on $10k · lower is better0.42%

7.92%Trailing 12-mo yield$792 · $608 a year on $10k6.08%

−6.7%Worst dropSmaller is better−1.6%

9.0%VolatilityLower is calmer2.6%

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

6–2JEPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AGPXX0.4%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

JEPI vs BSJS Returns, Every Period

5Y

J.P. MorganJEPI

+7.6%

5 years, per year

BSJSInvesco

+3.2%

5 years, per year

JEPIBSJSFaded: behind in that period

4–0JEPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPI vs BSJS

YTD

J.P. MorganJEPI

+7.6%

BSJSInvesco

+2.8%

+7.6%Year to date+2.8%

−6.7%Worst drop · 1Y−1.6%

9.0%Volatility · 1Y2.6%

7.9%Yield6.1%

$46.6BAssets$784M

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: JEPI, BSJS, SGOV, VIG

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

BSJS6.08%$608

SGOV3.63%$363

VIG1.46%$146

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

BSJS$608 − $42 = $566

SGOV$363 − $9 = $354

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JEPI, BSJS, SGOV, VIG

Today

31.4%most shared, JEPI and VIG

JEPIBSJSSGOVVIG

JEPI—0.0%[…]31.4%

BSJS0.0%—[…]0.0%

SGOV[…][…]—[…]

VIG31.4%0.0%[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+17.8%VIG, at 11.0% volatility

SGOVWorst drop0.0%0.2% vol

BSJSWorst drop−1.6%2.6% vol

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVIG

+7.6%Year to date+15.1%

7.9%Yield1.5%

+10.6%Past year+17.8%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.0B

1–1level

End-of-day Nov 10, 2026

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JEPI, BSJS, SGOV and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four