Compare · 2 funds side by side · dividends reinvested

JEPQ and SGOV

JEPQJ.P. Morgan×SGOViShares×

Versus in desk

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

02 / 04

JEPQ and SGOV, 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%$41.8B1.4

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%$117B1.5

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 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

JEPQ

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,086

$10,000 five years ago, dividends reinvested

JEPQMeasureSGOV

+8.5%Year to dateJan 1 → Nov 4+3.1%

+9.3%1 yearTotal return+3.7%

+20.3%3 years · per year$10,000 became $17,406 · $11,419+4.5%

[…]5 years · per year$10,000 became […] · $12,086+3.9%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

12.17%Trailing 12-mo yield$1,217 · $363 a year on $10k3.63%

−8.8%Worst dropSmaller is better0.0%

15.5%VolatilityLower is calmer0.2%

JEPQSGOV 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 SGOV: Top 5 Holdings

Today

JEPQ

27.9%in top 5

SGOV

in top 5[…]

JEPQStockSGOV

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 SGOV Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

SGOViShares

+3.7%

past year

JEPQSGOVFaded: 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 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%

$41.8BAssets$117B

2–2level

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

Cost, Income and Risk

Fees: JEPQ, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

JEPQ0.35%$35

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

Yields: JEPQ, SGOV

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SGOV3.63%$363

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

SGOV$363 − $9 = $354

KeptFee

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

Overlap: JEPQ, SGOV

Today

[…]holdings […]

JEPQSGOV

JEPQ—[…]

SGOV[…]—

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

SGOVWorst drop0.0%0.2% 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

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 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.1B

1–0BIL 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%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026