Compare · 3 funds side by side · dividends reinvested

JEPI, FSTB and SGOV

JEPIJ.P. Morgan×FSTBFidelity×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

JEPI, FSTB and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.5

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%$117B1.6

Fidelity Short-Term Bond ETFBonds & Cash · Core aggregate0.21%1.45%[…][…][…][…][…][…]$239M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: JEPI 2020 · FSTB 2026 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,118

JEPI

FSTB

Fidelity Short-Term Bond ETF · $239M[…]

$10,000 five years ago, dividends reinvested

JEPIMeasureFSTB

+5.3%Year to dateJan 1 → Nov 6[…]

+8.2%1 yearTotal return[…]

+10.7%3 years · per year$10,000 became $13,562 · […][…]

+7.1%5 years · per year$10,000 became $14,118 · […][…]

0.35%Expense ratio$35 · $21 a year on $10k · lower is better0.21%

8.09%Trailing 12-mo yield$809 · $145 a year on $10k1.45%

−6.7%Worst dropSmaller is better[…]

8.8%VolatilityLower is calmer[…]

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

1–1Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs FSTB: Top 5 Holdings

Today

JEPI

9.9%in top 5

FSTB

in top 5[…]

JEPIStockFSTB

2.1%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

JEPI vs FSTB Returns, Every Period

J.P. MorganJEPI

+8.2%

past year

FSTBFidelity

[…]

past year

Returns […]

JEPIFSTBFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPI vs SGOV

YTD

J.P. MorganJEPI

+5.3%

SGOViShares

+3.2%

+5.3%Year to date+3.2%

−6.7%Worst drop · 1Y+0.0%

8.8%Volatility · 1Y0.2%

8.1%Yield3.6%

$45.2BAssets$117B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, FSTB, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

FSTB0.21%$21

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPI, FSTB, SGOV

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SGOV3.63%$363

FSTB1.45%$145

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SGOV$363 − $9 = $354

FSTB$145 − $21 = $124

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JEPI, FSTB, SGOV

Today

[…]holdings […]

JEPIFSTBSGOV

JEPI—[…][…]

FSTB[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

SGOVWorst drop0.0%0.2% vol

JEPIWorst drop−6.7%8.8% vol

FSTBWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISGOV

+5.3%Year to date+3.2%

8.1%Yield3.6%

+8.2%Past year+3.8%

0.35%Fee0.09%

3–1JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026