Compare · 4 funds side by side · dividends reinvested

JEPI, SUSB, SCHD and SGOV

JEPIJ.P. Morgan×SUSBiShares×SCHDSchwab×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

JEPI, SUSB, SCHD and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.4

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%$117B2.5

iShares ESG Aware 1-5 Year USD Corporate Bond ETFBonds & Cash · Corporate0.12%4.60%+1.2%+2.2%+5.5%+2.5%−1.6%2.1%$1.3B3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: JEPI 2020 · SUSB 2017 · SCHD 2011 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPI

SUSB

iShares ESG Aware 1-5 Year USD Corporate Bond ETF · $1.3B$11,290

$10,000 five years ago, dividends reinvested

JEPIMeasureSUSB

+5.3%Year to dateJan 1 → Nov 6+1.2%

+8.2%1 yearTotal return+2.2%

+10.7%3 years · per year$10,000 became $13,562 · $11,743+5.5%

+7.1%5 years · per year$10,000 became $14,118 · $11,290+2.5%

0.35%Expense ratio$35 · $12 a year on $10k · lower is better0.12%

8.09%Trailing 12-mo yield$809 · $460 a year on $10k4.60%

−6.7%Worst dropSmaller is better−1.6%

8.8%VolatilityLower is calmer2.1%

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

5–3JEPI wins

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 SUSB: Top 5 Holdings

Today

JEPI

9.9%in top 5

SUSB

in top 5[…]

JEPIStockSUSB

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 SUSB Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

SUSBiShares

+2.5%

5 years, per year

JEPISUSBFaded: behind in that period

4–0JEPI wins

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

Income vs Bonds: JEPI vs SUSB

YTD

J.P. MorganJEPI

+5.3%

SUSBiShares

+1.2%

+5.3%Year to date+1.2%

−6.7%Worst drop · 1Y−1.6%

8.8%Volatility · 1Y2.1%

8.1%Yield4.6%

$45.2BAssets$1.3B

2–2level

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

Cost, Income and Risk

Fees: JEPI, SUSB, SCHD, SGOV

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SGOV0.09%$9

SUSB0.12%$12

JEPI0.35%$35

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

Yields: JEPI, SUSB, SCHD, SGOV

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SUSB4.60%$460

SGOV3.63%$363

SCHD3.00%$300

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SUSB$460 − $12 = $448

SGOV$363 − $9 = $354

SCHD$300 − $6 = $294

KeptFee

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

Overlap: JEPI, SUSB, SCHD, SGOV

Today

8.2%most shared, JEPI and SCHD

JEPISUSBSCHDSGOV

JEPI—[…]8.2%[…]

SUSB[…]—[…][…]

SCHD8.2%[…]—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SGOVWorst drop0.0%0.2% vol

SUSBWorst drop−1.6%2.1% vol

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

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

Paid More vs Made More

YTD

JEPISCHD

+5.3%Year to date+31.4%

8.1%Yield3.0%

+8.2%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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