Compare · 3 funds side by side · dividends reinvested

JEPQ, FSTB and SGOV

JEPQJ.P. Morgan×FSTBFidelity×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, FSTB 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%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.6

Fidelity Short-Term Bond ETFBonds & Cash · Core aggregate0.21%1.45%[…][…][…][…][…][…]$239M2.5

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 · FSTB 2026 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

FSTB

Fidelity Short-Term Bond ETF · $239M[…]

$10,000 five years ago, dividends reinvested

JEPQMeasureFSTB

+3.2%Year to dateJan 1 → Nov 6[…]

+4.5%1 yearTotal return[…]

+17.4%3 years · per year$10,000 became $16,202 · […][…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $21 a year on $10k · lower is better0.21%

12.79%Trailing 12-mo yield$1,279 · $145 a year on $10k1.45%

−11.5%Worst dropSmaller is better[…]

16.7%VolatilityLower is calmer[…]

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

1–1Level

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 FSTB: Top 5 Holdings

Today

JEPQ

28.9%in top 5

FSTB

in top 5[…]

JEPQStockFSTB

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 FSTB Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

FSTBFidelity

[…]

past year

Returns […]

JEPQFSTBFaded: behind in that period

0–0Level

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

Income vs Bonds: JEPQ vs SGOV

YTD

J.P. MorganJEPQ

+3.2%

SGOViShares

+3.2%

+3.2%Year to date+3.2%

−11.5%Worst drop · 1Y+0.0%

16.7%Volatility · 1Y0.2%

12.8%Yield3.6%

$40.7BAssets$117B

2–1SGOV wins

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

Cost, Income and Risk

Fees: JEPQ, FSTB, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

FSTB0.21%$21

JEPQ0.35%$35

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

Yields: JEPQ, FSTB, SGOV

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SGOV3.63%$363

FSTB1.45%$145

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

SGOV$363 − $9 = $354

FSTB$145 − $21 = $124

KeptFee

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

Overlap: JEPQ, FSTB, SGOV

Today

[…]holdings […]

JEPQFSTBSGOV

JEPQ—[…][…]

FSTB[…]—[…]

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

JEPQWorst drop−11.5%16.7% vol

FSTBWorst drop[…][…]

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