Compare · 3 funds side by side · dividends reinvested

JEPQ, BSCS and SGOV

JEPQJ.P. Morgan×BSCSInvesco×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,086SGOV · best of the three

02 / 04

JEPQ, BSCS and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.1%+3.7%+4.5%+3.9%0.0%0.2%$117B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.9

Invesco BulletShares 2028 Corporate Bond ETFBonds & Cash · Corporate0.10%4.44%+1.9%+2.9%+6.5%+1.5%−1.1%1.4%$3.6B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: JEPQ 2022 · BSCS 2018 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

BSCS

Invesco BulletShares 2028 Corporate Bond ETF · $3.6B$10,789

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JEPQMeasureBSCS

+8.5%Year to dateJan 1 → Nov 5+1.9%

+9.3%1 yearTotal return+2.9%

+20.3%3 years · per year$10,000 became $17,406 · $12,069+6.5%

[…]5 years · per year$10,000 became […] · $10,789+1.5%

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

12.17%Trailing 12-mo yield$1,217 · $444 a year on $10k4.44%

−8.8%Worst dropSmaller is better−1.1%

15.5%VolatilityLower is calmer1.4%

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

4–3JEPQ wins

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

More Ways to See the Pairs

JEPQ vs BSCS: Top 5 Holdings

Today

JEPQ

28.3%in top 5

BSCS

in top 50.2%

JEPQStockBSCS

7.1%AAPLnot top 5

6.8%NVDAnot top 5

6.0%MSFTnot top 5

4.2%GOOGnot top 5

4.2%AMZNnot top 5

not top 5AGPXX0.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

JEPQ vs BSCS Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

BSCSInvesco

+2.9%

past year

JEPQBSCSFaded: behind in that period

3–0JEPQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Bonds: JEPQ vs BSCS

YTD

J.P. MorganJEPQ

+8.5%

BSCSInvesco

+1.9%

+8.5%Year to date+1.9%

−8.8%Worst drop · 1Y−1.1%

15.5%Volatility · 1Y1.4%

12.2%Yield4.4%

$42.1BAssets$3.6B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, BSCS, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

BSCS0.10%$10

JEPQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPQ, BSCS, SGOV

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

BSCS4.44%$444

SGOV3.63%$363

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

BSCS$444 − $10 = $434

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPQ, BSCS, SGOV

Today

0.0%most shared, JEPQ and BSCS

JEPQBSCSSGOV

JEPQ—0.0%[…]

BSCS0.0%—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.3%JEPQ, at 15.5% volatility

SGOVWorst drop0.0%0.2% vol

BSCSWorst drop−1.1%1.4% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSGOV

+8.5%Year to date+3.1%

12.2%Yield3.6%

+9.3%Past year+3.7%

0.35%Fee0.09%

3–1JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026