Compare · 4 funds side by side · dividends reinvested

JEPI, CGUI, MUB and BND

JEPIJ.P. Morgan×CGUICapital Group×MUBiShares×BNDVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,448JEPI · best of the four

02 / 04

JEPI, CGUI, MUB and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.8%[…][…]−0.2%0.9%$442M2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.1

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.6

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.1B2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPI 2020 · CGUI 2024 · MUB 2007 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total Bond Market ETF · $161B$9,985

BND

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested

BNDMeasureJEPI

+0.0%Year to dateJan 1 → Nov 9+7.5%

+0.3%1 yearTotal return+10.9%

+5.0%3 years · per year$10,000 became $11,576 · $13,679+11.0%

−0.0%5 years · per year$10,000 became $9,985 · $14,448+7.6%

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

4.12%Trailing 12-mo yield$412 · $793 a year on $10k7.93%

−4.5%Worst dropSmaller is better−6.7%

4.0%VolatilityLower is calmer9.0%

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

3–5JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BND vs JEPI: Top 5 Holdings

Today

BND

[…]in top 5

JEPI

in top 59.9%

BNDStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

BND vs JEPI Returns, Every Period

VanguardBND

−0.0%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

BNDJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: BND vs JEPI

YTD

VanguardBND

+0.0%

JEPIJ.P. Morgan

+7.5%

+0.0%Year to date+7.5%

−4.5%Worst drop · 1Y−6.7%

4.0%Volatility · 1Y9.0%

4.1%Yield7.9%

$161BAssets$45.2B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, CGUI, MUB, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

MUB0.05%$5

CGUI0.18%$18

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPI, CGUI, MUB, BND

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

BND4.12%$412

CGUI3.82%$382

MUB3.26%$326

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

BND$412 − $3 = $409

CGUI$382 − $18 = $364

MUB$326 − $5 = $321

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPI, CGUI, MUB, BND

Today

[…]holdings […]

JEPICGUIMUBBND

JEPI—[…][…][…]

CGUI[…]—[…][…]

MUB[…][…]—[…]

BND[…][…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+10.9%JEPI, at 9.0% volatility

CGUIWorst drop−0.2%0.9% vol

MUBWorst drop−6.3%3.7% vol

BNDWorst drop−4.5%4.0% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICGUI

+7.5%Year to date+3.0%

7.9%Yield3.8%

+10.9%Past year+3.8%

0.35%Fee0.18%

3–1JEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026