Compare · 3 funds side by side · dividends reinvested

JEPQ, SGOV and VIG

JEPQJ.P. Morgan×SGOViShares×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

JEPQ, SGOV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.5

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%$117B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: JEPQ 2022 · SGOV 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,090

$10,000 five years ago, dividends reinvested

JEPQMeasureSGOV

+3.2%Year to dateJan 1 → Nov 6+3.2%

+4.5%1 yearTotal return+3.8%

+17.4%3 years · per year$10,000 became $16,202 · $11,419+4.5%

[…]5 years · per year$10,000 became […] · $12,090+3.9%

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

12.79%Trailing 12-mo yield$1,279 · $363 a year on $10k3.63%

−11.5%Worst dropSmaller is better0.0%

16.7%VolatilityLower is calmer0.2%

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

3–3Level

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 SGOV: Top 5 Holdings

Today

JEPQ

28.9%in top 5

SGOV

in top 5[…]

JEPQStockSGOV

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 SGOV Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

SGOViShares

+3.8%

past year

JEPQSGOVFaded: behind in that period

2–0JEPQ wins

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%

$42.6BAssets$117B

2–1SGOV wins

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

Cost, Income and Risk

Fees: JEPQ, SGOV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SGOV0.09%$9

JEPQ0.35%$35

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

Yields: JEPQ, SGOV, VIG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SGOV3.63%$363

VIG1.50%$150

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

VIG$150 − $4 = $146

KeptFee

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

Overlap: JEPQ, SGOV, VIG

Today

26.2%most shared, JEPQ and VIG

JEPQSGOVVIG

JEPQ—[…]26.2%

SGOV[…]—[…]

VIG26.2%[…]—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

SGOVWorst drop0.0%0.2% vol

VIGWorst drop−7.9%10.8% 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

JEPQVIG

+3.2%Year to date+12.1%

12.8%Yield1.5%

+4.5%Past year+14.3%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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%

$42.6BAssets$46.8B

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$48.4B

1–1level

End-of-day Nov 6, 2026