Compare · 3 funds side by side · dividends reinvested

JEPQ, BSJS and SGOV

JEPQJ.P. Morgan×BSJSInvesco×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

JEPQ, BSJS and SGOV, 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%$40.7B1.7

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%$117B1.9

Invesco BulletShares 2028 High Yield Corporate Bond ETFBonds & Cash · High yield0.42%6.07%+3.0%+4.4%+8.6%+3.3%−1.6%2.6%$783M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: JEPQ 2022 · BSJS 2020 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

BSJS

Invesco BulletShares 2028 High Yield Corporate Bond ETF · $783M$11,756

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

JEPQMeasureBSJS

+3.2%Year to dateJan 1 → Nov 6+3.0%

+4.5%1 yearTotal return+4.4%

+17.4%3 years · per year$10,000 became $16,202 · $12,818+8.6%

[…]5 years · per year$10,000 became […] · $11,756+3.3%

0.35%Expense ratio$35 · $42 a year on $10k · lower is better0.42%

12.79%Trailing 12-mo yield$1,279 · $607 a year on $10k6.07%

−11.5%Worst dropSmaller is better−1.6%

16.7%VolatilityLower is calmer2.6%

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

5–2JEPQ 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 BSJS: Top 5 Holdings

Today

JEPQ

28.9%in top 5

BSJS

in top 50.3%

JEPQStockBSJS

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

not top 5AGPXX0.3%

Held in common0.0%

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

JEPQ vs BSJS Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

BSJSInvesco

+4.4%

past year

JEPQBSJSFaded: 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 BSJS

YTD

J.P. MorganJEPQ

+3.2%

BSJSInvesco

+3.0%

+3.2%Year to date+3.0%

−11.5%Worst drop · 1Y−1.6%

16.7%Volatility · 1Y2.6%

12.8%Yield6.1%

$40.7BAssets$783M

2–2level

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

Cost, Income and Risk

Fees: JEPQ, BSJS, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

JEPQ0.35%$35

BSJS0.42%$42

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

Yields: JEPQ, BSJS, SGOV

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

BSJS6.07%$607

SGOV3.63%$363

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

BSJS$607 − $42 = $565

SGOV$363 − $9 = $354

KeptFee

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

Overlap: JEPQ, BSJS, SGOV

Today

0.0%most shared, JEPQ and BSJS

JEPQBSJSSGOV

JEPQ—0.0%[…]

BSJS0.0%—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+4.5%JEPQ, at 16.7% volatility

SGOVWorst drop0.0%0.2% vol

BSJSWorst drop−1.6%2.6% 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

JEPQSGOV

+3.2%Year to date+3.2%

12.8%Yield3.6%

+4.5%Past year+3.8%

0.35%Fee0.09%

2–1JEPQ 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