Compare · 2 funds side by side · dividends reinvested

JEPQ and BND

JEPQJ.P. Morgan×BNDVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,950BND · best of the two

02 / 04

JEPQ and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.4

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.13%−0.1%+0.3%+5.5%−0.1%−4.5%4.0%$161B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: JEPQ 2022 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

BND

Vanguard Total Bond Market ETF · $161B$9,950

$10,000 five years ago, dividends reinvested

JEPQMeasureBND

+8.5%Year to dateJan 1 → Nov 4−0.1%

+9.3%1 yearTotal return+0.3%

+20.3%3 years · per year$10,000 became $17,406 · $11,733+5.5%

[…]5 years · per year$10,000 became […] · $9,950−0.1%

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

12.17%Trailing 12-mo yield$1,217 · $413 a year on $10k4.13%

−8.8%Worst dropSmaller is better−4.5%

15.5%VolatilityLower is calmer4.0%

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

4–3JEPQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs BND: Top 5 Holdings

Today

JEPQ

27.9%in top 5

BND

in top 5[…]

JEPQStockBND

7.1%NVDAnot top 5

6.8%AAPLnot top 5

5.6%MSFTnot top 5

4.2%MUnot top 5

4.1%GOOGnot top 5

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

JEPQ vs BND Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

BNDVanguard

+0.3%

past year

JEPQBNDFaded: behind in that period

3–0JEPQ wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPQ vs BND

YTD

J.P. MorganJEPQ

+8.5%

BNDVanguard

−0.1%

+8.5%Year to date−0.1%

−8.8%Worst drop · 1Y−4.5%

15.5%Volatility · 1Y4.0%

12.2%Yield4.1%

$42.1BAssets$161B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

JEPQ0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JEPQ, BND

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

BND4.13%$413

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

BND$413 − $3 = $410

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JEPQ, BND

Today

[…]holdings […]

JEPQBND

JEPQ—[…]

BND[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

BNDWorst drop−4.5%4.0% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQBND

+8.5%Year to date−0.1%

12.2%Yield4.1%

+9.3%Past year+0.3%

0.35%Fee0.03%

3–1JEPQ wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

BND vs AGG

YTD

VanguardBND

−0.1%

AGGiShares

−0.2%

−0.1%Year to date−0.2%

4.1%Yield4.1%

$161BAssets$139B

1–0BND wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026