Compare · 3 funds side by side · dividends reinvested

JEPQ, MUB and SGOV

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, MUB 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%$42.6B1.9

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$54.9B2.3

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 · MUB 2007 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

MUB

iShares National Muni Bond ETF · $54.9B$10,414

$10,000 five years ago, dividends reinvested

JEPQMeasureMUB

+8.5%Year to dateJan 1 → Nov 5+0.5%

+9.3%1 yearTotal return+0.9%

+20.3%3 years · per year$10,000 became $17,406 · $11,418+4.5%

[…]5 years · per year$10,000 became […] · $10,414+0.8%

0.35%Expense ratio$35 · $5 a year on $10k · lower is better0.05%

12.17%Trailing 12-mo yield$1,217 · $327 a year on $10k3.27%

−8.8%Worst dropSmaller is better−6.3%

15.5%VolatilityLower is calmer3.7%

JEPQMUB 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 MUB: Top 5 Holdings

Today

JEPQ

28.3%in top 5

MUB

in top 5[…]

JEPQStockMUB

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

Held in common[…]

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

JEPQ vs MUB Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

MUBiShares

+0.9%

past year

JEPQMUBFaded: 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 SGOV

YTD

J.P. MorganJEPQ

+8.5%

SGOViShares

+3.1%

+8.5%Year to date+3.1%

−8.8%Worst drop · 1Y+0.0%

15.5%Volatility · 1Y0.2%

12.2%Yield3.6%

$42.6BAssets$117B

2–2level

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

Cost, Income and Risk

Fees: JEPQ, MUB, SGOV

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

SGOV0.09%$9

JEPQ0.35%$35

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

Yields: JEPQ, MUB, SGOV

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SGOV3.63%$363

MUB3.27%$327

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

SGOV$363 − $9 = $354

MUB$327 − $5 = $322

KeptFee

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

Overlap: JEPQ, MUB, SGOV

Today

[…]holdings […]

JEPQMUBSGOV

JEPQ—[…][…]

MUB[…]—[…]

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

MUBWorst drop−6.3%3.7% 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%

$42.6BAssets$46.8B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026