Compare · 2 funds side by side · dividends reinvested

JEPQ and AGG

JEPQJ.P. Morgan×AGGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,970AGG · best of the two

02 / 04

JEPQ and AGG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.4

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.7%+5.2%−0.1%−4.6%4.1%$139B1.5

Rank among the two1st → 2ndFee, 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: JEPQ 2022 · AGG 2003

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

AGG

iShares Core U.S. Aggregate Bond ETF · $139B$9,970

$10,000 five years ago, dividends reinvested

JEPQMeasureAGG

+3.2%Year to dateJan 1 → Nov 6−0.0%

+4.5%1 yearTotal return+0.7%

+17.4%3 years · per year$10,000 became $16,202 · $11,649+5.2%

[…]5 years · per year$10,000 became […] · $9,970−0.1%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

12.79%Trailing 12-mo yield$1,279 · $412 a year on $10k4.12%

−11.5%Worst dropSmaller is better−4.6%

16.7%VolatilityLower is calmer4.1%

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

4–3JEPQ wins

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

More Ways to See the Pairs

JEPQ vs AGG: Top 5 Holdings

Today

JEPQ

28.9%in top 5

AGG

in top 5[…]

JEPQStockAGG

7.4%AAPLnot top 5

6.6%NVDAnot top 5

6.1%MSFTnot top 5

4.4%GOOGnot top 5

4.4%AMZNnot top 5

Held in common[…]

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

JEPQ vs AGG Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

AGGiShares

+0.7%

past year

JEPQAGGFaded: behind in that period

3–0JEPQ wins

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

Income vs Bonds: JEPQ vs AGG

YTD

J.P. MorganJEPQ

+3.2%

AGGiShares

−0.0%

+3.2%Year to date−0.0%

−11.5%Worst drop · 1Y−4.6%

16.7%Volatility · 1Y4.1%

12.8%Yield4.1%

$42.6BAssets$139B

2–2level

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

Cost, Income and Risk

Fees: JEPQ, AGG

Today

0.03%lowest, AGG

FundExpense ratioFee$10k

AGG0.03%$3

JEPQ0.35%$35

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

Yields: JEPQ, AGG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

AGG4.12%$412

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

AGG$412 − $3 = $409

KeptFee

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

Overlap: JEPQ, AGG

Today

[…]holdings […]

JEPQAGG

JEPQ—[…]

AGG[…]—

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

Return vs Bumpiness: 2 ETFs

+4.5%JEPQ, at 16.7% volatility

AGGWorst drop−4.6%4.1% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQAGG

+3.2%Year to date−0.0%

12.8%Yield4.1%

+4.5%Past year+0.7%

0.35%Fee0.03%

3–1JEPQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 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 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